+1,458.7%
ET vs PTEN
-49.9%
+1,508.6%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.3% | +0.6% |
| 7D | +0.9% | +0.7% | +0.2% | +0.6% |
| 30D | +7.5% | +31.2% | -23.8% | -1.7% |
| 3M | +11.4% | +2.0% | +9.4% | +9.1% |
| 6M | +18.5% | +42.4% | -23.9% | +3.4% |
| YTD | +37.4% | +109.2% | -71.8% | +5.5% |
| 1Y | +30.9% | +122.3% | -91.4% | -2.6% |
| 3Y | +98.7% | -5.6% | +104.3% | +82.3% |
| 5Y | +230.7% | +86.5% | +144.2% | +121.0% |
| 10Y | +175.6% | -22.1% | +197.7% | +86.4% |
| All | +1,458.7% | -49.9% | +1,508.6% | +685.3% |
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