+290.1%
ETR vs PTEN
-15.6%
+305.7%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.4% |
| 7D | -1.8% | +3.5% | -5.3% | -2.0% |
| 30D | -1.8% | +17.5% | -19.3% | -2.9% |
| 3M | -3.6% | +12.7% | -16.3% | -4.6% |
| 6M | +2.6% | +33.1% | -30.5% | 0.0% |
| YTD | +16.0% | +116.4% | -100.4% | +9.1% |
| 1Y | +20.1% | +141.2% | -121.0% | +11.9% |
| 3Y | +143.6% | -3.8% | +147.4% | +138.2% |
| 5Y | +124.4% | +92.7% | +31.7% | +105.0% |
| All | +290.1% | -15.6% | +305.7% | +193.7% |
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 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