+48.9%
EVRG vs PTEN
+89.3%
-40.5%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.2% |
| 7D | -0.7% | +2.8% | -3.5% | -0.8% |
| 30D | 0.0% | +17.6% | -17.6% | -0.7% |
| 3M | -1.0% | +8.2% | -9.1% | -1.4% |
| 6M | +1.0% | +38.1% | -37.1% | -0.9% |
| YTD | +15.1% | +117.3% | -102.2% | +10.2% |
| 1Y | +17.6% | +146.1% | -128.5% | +11.6% |
| 3Y | +70.5% | -3.0% | +73.5% | +69.1% |
| 5Y | +48.9% | +93.5% | -44.6% | +46.6% |
| All | +48.9% | +89.3% | -40.5% | +46.6% |
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 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