+105.4%
EXE vs PTEN
+89.3%
+16.1%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.3% |
| 7D | -2.2% | +2.8% | -5.0% | -3.1% |
| 30D | -0.8% | +17.6% | -18.4% | -6.0% |
| 3M | +10.0% | +8.2% | +1.9% | +6.2% |
| 6M | -6.3% | +38.1% | -44.4% | -17.5% |
| YTD | -10.7% | +117.3% | -128.0% | -32.7% |
| 1Y | +2.7% | +146.1% | -143.4% | -26.6% |
| 3Y | +19.1% | -3.0% | +22.1% | +12.1% |
| 5Y | +105.4% | +93.5% | +12.0% | +28.3% |
| All | +105.4% | +89.3% | +16.1% | +28.3% |
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 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