+210.6%
ET vs PTEN
+49.0%
+161.6%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.8% | -2.9% | -0.8% |
| 7D | +2.5% | +10.6% | -8.0% | +0.1% |
| 30D | -2.5% | -4.9% | +2.5% | -1.6% |
| 3M | -4.9% | +1.4% | -6.3% | -5.9% |
| 6M | -0.1% | -7.0% | +6.9% | +0.1% |
| YTD | +26.2% | +84.8% | -58.6% | +5.2% |
| 1Y | +25.2% | +95.7% | -70.5% | +2.6% |
| 3Y | +84.2% | +2.0% | +82.2% | +69.6% |
| All | +210.6% | +49.0% | +161.6% | +148.0% |
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