+424.6%
ETSY vs PTEN
-15.6%
+440.2%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +1.7% |
| 7D | -4.9% | +3.5% | -8.4% | -5.2% |
| 30D | -8.6% | +17.5% | -26.2% | -10.2% |
| 3M | +4.8% | +12.7% | -7.9% | +2.9% |
| 6M | +38.1% | +33.1% | +5.0% | +32.7% |
| YTD | +31.2% | +116.4% | -85.2% | +19.5% |
| 1Y | +22.1% | +141.2% | -119.1% | +9.6% |
| 3Y | +12.2% | -3.8% | +16.0% | +8.1% |
| 5Y | -66.5% | +92.7% | -159.2% | -70.1% |
| All | +424.6% | -15.6% | +440.2% | +370.3% |
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