-42.8%
ETHA vs PTEN
+148.3%
-191.1%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.4% | +3.6% | +3.3% |
| 7D | +3.5% | +3.5% | 0.0% | +3.2% |
| 30D | +35.3% | +17.5% | +17.8% | +33.6% |
| 3M | +50.9% | +12.7% | +38.1% | +50.2% |
| 6M | +22.1% | +33.1% | -11.0% | +13.5% |
| YTD | -14.6% | +116.4% | -131.0% | -37.0% |
| 1Y | -42.8% | +141.2% | -184.0% | -60.6% |
| All | -42.8% | +148.3% | -191.1% | -60.6% |
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