+46.3%
AEE vs PTEN
-3.4%
+49.6%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -1.0% | -1.2% |
| 7D | -0.7% | +2.8% | -3.5% | -0.7% |
| 30D | -2.0% | +17.6% | -19.5% | -2.4% |
| 3M | -2.8% | +8.2% | -11.0% | -3.1% |
| 6M | -3.6% | +38.1% | -41.7% | -4.9% |
| YTD | +7.3% | +117.3% | -110.0% | +3.5% |
| 1Y | +8.7% | +146.1% | -137.4% | +3.9% |
| All | +46.3% | -3.4% | +49.6% | +53.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling