+246.8%
ET vs PTEN
+89.3%
+157.5%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.5% | +0.3% |
| 7D | +1.4% | +2.8% | -1.4% | +0.7% |
| 30D | +4.6% | +17.6% | -13.0% | +0.3% |
| 3M | +16.0% | +8.2% | +7.9% | +12.8% |
| 6M | +22.8% | +38.1% | -15.3% | +11.3% |
| YTD | +38.9% | +117.3% | -78.4% | +11.5% |
| 1Y | +34.1% | +146.1% | -112.0% | +3.2% |
| 3Y | +98.8% | -3.0% | +101.8% | +86.6% |
| 5Y | +246.8% | +93.5% | +153.4% | +146.3% |
| All | +246.8% | +89.3% | +157.5% | +146.3% |
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 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