+80.3%
EXE vs PTEN
+49.0%
+31.3%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.8% | -2.0% | 0.0% |
| 7D | +5.3% | +10.6% | -5.3% | +2.2% |
| 30D | -2.2% | -4.9% | +2.7% | -1.4% |
| 3M | -5.9% | +1.4% | -7.3% | -7.3% |
| 6M | -5.7% | -7.0% | +1.3% | -5.6% |
| YTD | -17.8% | +84.8% | -102.6% | -34.8% |
| 1Y | -23.1% | +95.7% | -118.8% | -40.3% |
| 3Y | +21.2% | +2.0% | +19.2% | +10.3% |
| All | +80.3% | +49.0% | +31.3% | +34.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling