+7,595.3%
EW vs PTEN
+5.6%
+7,589.6%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.7% | -2.0% | +1.4% |
| 7D | +6.5% | -2.2% | +8.6% | +6.6% |
| 30D | +22.5% | -8.0% | +30.5% | +23.0% |
| 3M | +13.0% | -5.0% | +18.0% | +12.9% |
| 6M | +37.1% | -10.6% | +47.8% | +37.2% |
| YTD | +24.1% | +75.5% | -51.4% | +16.1% |
| 1Y | +24.2% | +70.2% | -45.9% | +16.4% |
| 3Y | +64.8% | -3.7% | +68.5% | +58.7% |
| 5Y | -7.4% | +34.9% | -42.4% | -16.9% |
| 10Y | +248.8% | -41.4% | +290.2% | +199.0% |
| All | +7,595.3% | +5.6% | +7,589.6% | +5,441.1% |
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