+84.9%
PTEN vs ESTC
+1.6%
+83.4%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ESTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -0.9% | -8.5% | -9.3% |
| 7D | -15.5% | -15.9% | +0.4% | -15.3% |
| 30D | -7.8% | -5.5% | -2.3% | -7.7% |
| 3M | +6.4% | +26.2% | -19.8% | +6.3% |
| 6M | -11.9% | +77.0% | -88.9% | -12.7% |
| YTD | +79.4% | +18.9% | +60.5% | +79.1% |
| 1Y | +84.9% | +1.3% | +83.6% | +89.9% |
| All | +84.9% | +1.6% | +83.4% | +89.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ESTC.
Daily Out/Under-Performance
Portfolio return minus ESTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESTC 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 1y: compounded portfolio wealth divided by compounded ESTC 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…
1y analysis · Full analysis span regression · 6 months rolling