+9,090.4%
ENB vs PTEN
+1,889.0%
+7,201.4%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.2% | -0.7% |
| 7D | -0.2% | +0.7% | -0.9% | -0.3% |
| 30D | -2.2% | +31.2% | -33.5% | -5.8% |
| 3M | -10.5% | +2.0% | -12.5% | -11.2% |
| 6M | -5.1% | +42.4% | -47.5% | -10.2% |
| YTD | +9.0% | +109.2% | -100.2% | -2.2% |
| 1Y | +8.2% | +122.3% | -114.1% | -4.2% |
| 3Y | +67.8% | -5.6% | +73.3% | +61.4% |
| 5Y | +69.4% | +86.5% | -17.1% | +44.1% |
| 10Y | +117.5% | -22.1% | +139.7% | +79.9% |
| All | +9,090.4% | +1,889.0% | +7,201.4% | +7,070.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded PTEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling