-29.3%
ETHA vs PTEN
+40.0%
-69.3%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | 0.0% |
| 7D | -2.4% | +2.8% | -5.2% | -3.1% |
| 30D | +30.9% | +17.6% | +13.3% | +24.8% |
| 3M | +51.1% | +8.2% | +43.0% | +46.3% |
| 6M | +20.5% | +38.1% | -17.6% | +3.8% |
| YTD | -17.3% | +117.3% | -134.5% | -41.7% |
| 1Y | -43.2% | +146.1% | -189.3% | -62.4% |
| All | -29.3% | +40.0% | -69.3% | -41.7% |
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