-24.8%
ETHA vs PTEN
+79.8%
-104.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -9.4% | +15.1% | +5.1% |
| 7D | +2.1% | -15.5% | +17.6% | +1.2% |
| 30D | -10.7% | -7.8% | -2.9% | -11.2% |
| 3M | +29.0% | +6.4% | +22.6% | +28.4% |
| 6M | +2.7% | -11.9% | +14.5% | +3.0% |
| YTD | -18.7% | +79.4% | -98.0% | -37.7% |
| 1Y | -24.8% | +84.9% | -109.8% | -43.3% |
| All | -24.8% | +79.8% | -104.7% | -43.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling