+15.3%
ENTG vs PTEN
+87.9%
-72.5%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.4% | +2.5% | +2.3% |
| 7D | +1.2% | +3.5% | -2.3% | +0.3% |
| 30D | -12.9% | +17.5% | -30.4% | -16.6% |
| 3M | -3.1% | +12.7% | -15.8% | -7.2% |
| 6M | +21.0% | +33.1% | -12.1% | +8.0% |
| YTD | +67.0% | +116.4% | -49.4% | +27.7% |
| 1Y | +68.6% | +141.2% | -72.5% | +24.5% |
| 3Y | +48.6% | -3.8% | +52.4% | +31.2% |
| All | +15.3% | +87.9% | -72.5% | -6.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling