-42.7%
ETHA vs PTEN
+135.2%
-177.9%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.0% | -1.6% | -2.6% |
| 7D | +0.8% | +0.7% | +0.1% | +0.7% |
| 30D | +27.9% | +31.2% | -3.3% | +25.1% |
| 3M | +38.3% | +2.0% | +36.3% | +39.6% |
| 6M | +14.0% | +42.4% | -28.4% | +1.7% |
| YTD | -17.4% | +109.2% | -126.6% | -38.3% |
| 1Y | -42.7% | +122.3% | -165.0% | -59.4% |
| All | -42.7% | +135.2% | -177.9% | -59.4% |
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