-58.8%
EOSE vs PTEN
+487.2%
-546.0%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +2.1% | -5.6% | -4.0% |
| 7D | +15.0% | -1.7% | +16.6% | +15.4% |
| 30D | +2.5% | +18.6% | -16.1% | -2.0% |
| 3M | -33.7% | +12.5% | -46.2% | -36.4% |
| 6M | -32.7% | +41.9% | -74.6% | -40.6% |
| YTD | -63.8% | +117.8% | -181.6% | -71.9% |
| 1Y | -40.5% | +145.3% | -185.9% | -55.5% |
| 3Y | +50.4% | -2.8% | +53.2% | +38.9% |
| 5Y | -68.6% | +93.4% | -162.0% | -73.7% |
| All | -58.8% | +487.2% | -546.0% | -60.3% |
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