+591.5%
EWT vs PTEN
+57.2%
+534.3%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.1% | -1.9% | -0.2% |
| 7D | +2.1% | -1.7% | +3.8% | +2.4% |
| 30D | +9.4% | +18.6% | -9.2% | +6.1% |
| 3M | +10.9% | +12.5% | -1.6% | +7.8% |
| 6M | +57.9% | +41.9% | +16.1% | +46.2% |
| YTD | +75.9% | +117.8% | -41.9% | +50.7% |
| 1Y | +89.7% | +145.3% | -55.6% | +58.4% |
| 3Y | +200.9% | -2.8% | +203.7% | +184.3% |
| 5Y | +154.5% | +93.4% | +61.1% | +99.8% |
| 10Y | +520.8% | -16.6% | +537.3% | +361.4% |
| All | +591.5% | +57.2% | +534.3% | +266.3% |
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 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