+6,438.2%
EW vs PTEN
+25.9%
+6,412.3%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.0% | +1.2% | +0.2% |
| 7D | -0.3% | +0.7% | -1.1% | -0.4% |
| 30D | +1.0% | +31.2% | -30.2% | -1.5% |
| 3M | +2.8% | +2.0% | +0.8% | +2.1% |
| 6M | +5.5% | +42.4% | -36.9% | +1.2% |
| YTD | +5.5% | +109.2% | -103.7% | -2.5% |
| 1Y | +11.0% | +122.3% | -111.3% | +1.7% |
| 3Y | +17.7% | -5.6% | +23.3% | +14.0% |
| 5Y | -25.7% | +86.5% | -112.2% | -35.4% |
| 10Y | +132.8% | -22.1% | +154.9% | +94.7% |
| All | +6,438.2% | +25.9% | +6,412.3% | +4,554.1% |
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