+706.7%
ETN vs PTEN
-15.6%
+722.3%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.4% | +4.4% | +4.0% |
| 7D | +3.5% | +3.5% | +0.1% | +2.9% |
| 30D | -7.5% | +17.5% | -25.1% | -10.4% |
| 3M | +8.3% | +12.7% | -4.4% | +5.1% |
| 6M | +20.2% | +33.1% | -12.9% | +11.7% |
| YTD | +34.7% | +116.4% | -81.8% | +13.4% |
| 1Y | +19.4% | +141.2% | -121.7% | -2.1% |
| 3Y | +85.5% | -3.8% | +89.3% | +75.1% |
| 5Y | +186.6% | +92.7% | +93.9% | +120.1% |
| All | +706.7% | -15.6% | +722.3% | +460.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling