+0.2%
ENTG vs PTEN
+49.0%
-48.8%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +2.8% | -6.6% | -4.6% |
| 7D | +15.2% | +10.6% | +4.6% | +12.0% |
| 30D | -3.6% | -4.9% | +1.3% | -2.3% |
| 3M | -10.0% | +1.4% | -11.4% | -10.7% |
| 6M | +1.8% | -7.0% | +8.8% | +1.8% |
| YTD | +75.5% | +84.8% | -9.3% | +38.0% |
| 1Y | +82.4% | +95.7% | -13.3% | +40.8% |
| 3Y | +58.5% | +2.0% | +56.5% | +39.2% |
| All | +0.2% | +49.0% | -48.8% | -21.1% |
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