+41.2%
AEE vs PTEN
+87.9%
-46.7%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.3% | 0.0% |
| 7D | -0.8% | +3.5% | -4.2% | -0.9% |
| 30D | -2.9% | +17.5% | -20.5% | -3.7% |
| 3M | -2.4% | +12.7% | -15.1% | -3.1% |
| 6M | -2.7% | +33.1% | -35.8% | -4.5% |
| YTD | +7.3% | +116.4% | -109.2% | +2.3% |
| 1Y | +7.5% | +141.2% | -133.6% | +1.6% |
| 3Y | +46.2% | -3.8% | +50.0% | +44.8% |
| All | +41.2% | +87.9% | -46.7% | +38.3% |
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