+101.2%
ET vs PTEN
-3.4%
+104.5%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.5% | +0.3% |
| 7D | +1.4% | +2.8% | -1.4% | +0.8% |
| 30D | +4.6% | +17.6% | -13.0% | +1.0% |
| 3M | +16.0% | +8.2% | +7.9% | +13.3% |
| 6M | +22.8% | +38.1% | -15.3% | +12.9% |
| YTD | +38.9% | +117.3% | -78.4% | +14.7% |
| 1Y | +34.1% | +146.1% | -112.0% | +6.5% |
| All | +101.2% | -3.4% | +104.5% | +87.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling