+2,223.8%
ETR vs PTEN
+1,927.4%
+296.4%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.9% | -0.8% | +1.0% |
| 7D | +1.4% | -1.0% | +2.4% | +1.5% |
| 30D | +1.9% | +29.3% | -27.4% | -0.4% |
| 3M | +1.0% | +7.2% | -6.2% | 0.0% |
| 6M | +4.8% | +43.5% | -38.7% | +1.0% |
| YTD | +19.5% | +113.2% | -93.7% | +11.3% |
| 1Y | +28.1% | +135.1% | -107.0% | +17.9% |
| 3Y | +151.1% | -4.8% | +156.0% | +144.7% |
| 5Y | +125.2% | +94.6% | +30.5% | +100.7% |
| 10Y | +291.1% | -24.2% | +315.3% | +237.2% |
| All | +2,223.8% | +1,927.4% | +296.4% | +1,447.2% |
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