-69.6%
EOSE vs PTEN
+87.9%
-157.5%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.9% |
| 7D | +1.8% | +3.5% | -1.7% | +0.8% |
| 30D | -6.8% | +17.5% | -24.4% | -11.4% |
| 3M | -36.3% | +12.7% | -49.0% | -39.3% |
| 6M | -38.8% | +33.1% | -71.8% | -46.2% |
| YTD | -65.5% | +116.4% | -182.0% | -74.7% |
| 1Y | -45.3% | +141.2% | -186.5% | -61.5% |
| 3Y | +44.2% | -3.8% | +48.0% | +33.1% |
| All | -69.6% | +87.9% | -157.5% | -75.6% |
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