+1,279.2%
ENTG vs PTEN
+18.1%
+1,261.2%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +2.8% | -6.6% | -4.6% |
| 7D | +15.2% | +10.6% | +4.6% | +11.8% |
| 30D | -3.6% | -4.9% | +1.3% | -2.1% |
| 3M | -10.0% | +1.4% | -11.4% | -10.8% |
| 6M | +1.8% | -7.0% | +8.8% | +1.5% |
| YTD | +75.5% | +84.8% | -9.3% | +38.9% |
| 1Y | +82.4% | +95.7% | -13.3% | +41.9% |
| 3Y | +58.5% | +2.0% | +56.5% | +45.2% |
| 5Y | +0.4% | +48.0% | -47.6% | -25.2% |
| 10Y | +759.6% | -38.3% | +798.0% | +491.8% |
| All | +1,279.2% | +18.1% | +1,261.2% | +432.4% |
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