+513.6%
EWT vs PTEN
-15.6%
+529.2%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.4% | +2.2% | +1.9% |
| 7D | -1.1% | +3.5% | -4.6% | -1.5% |
| 30D | +4.5% | +17.5% | -13.1% | +2.6% |
| 3M | +8.3% | +12.7% | -4.5% | +6.4% |
| 6M | +54.2% | +33.1% | +21.1% | +48.0% |
| YTD | +74.6% | +116.4% | -41.9% | +58.2% |
| 1Y | +84.9% | +141.2% | -56.3% | +65.0% |
| 3Y | +197.5% | -3.8% | +201.3% | +186.5% |
| 5Y | +150.6% | +92.7% | +57.9% | +118.0% |
| All | +513.6% | -15.6% | +529.2% | +403.6% |
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