+7,692.7%
EW vs PTEN
+11.2%
+7,681.5%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.8% | -1.5% | +1.0% |
| 7D | +4.9% | +10.6% | -5.7% | +4.0% |
| 30D | +23.9% | -4.9% | +28.9% | +24.1% |
| 3M | +15.8% | +1.4% | +14.3% | +15.0% |
| 6M | +31.7% | -7.0% | +38.7% | +31.3% |
| YTD | +25.7% | +84.8% | -59.1% | +17.0% |
| 1Y | +24.4% | +95.7% | -71.2% | +15.2% |
| 3Y | +65.9% | +2.0% | +63.9% | +58.9% |
| 5Y | -7.6% | +48.0% | -55.6% | -17.8% |
| 10Y | +253.2% | -38.3% | +291.6% | +201.4% |
| All | +7,692.7% | +11.2% | +7,681.5% | +5,486.1% |
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