+111.3%
EVRG vs PTEN
-15.6%
+126.9%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.3% |
| 7D | +0.1% | +3.5% | -3.4% | -0.1% |
| 30D | -1.2% | +17.5% | -18.8% | -2.1% |
| 3M | -0.6% | +12.7% | -13.3% | -1.5% |
| 6M | +2.4% | +33.1% | -30.7% | +0.4% |
| YTD | +15.5% | +116.4% | -101.0% | +9.9% |
| 1Y | +16.8% | +141.2% | -124.3% | +10.3% |
| 3Y | +75.0% | -3.8% | +78.8% | +72.2% |
| 5Y | +49.3% | +92.7% | -43.4% | +38.7% |
| All | +111.3% | -15.6% | +126.9% | +67.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling