+1,065.8%
EVRG vs PTEN
+1,927.4%
-861.6%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.9% | -1.1% | +0.7% |
| 7D | +0.9% | -1.0% | +1.9% | +0.9% |
| 30D | -0.5% | +29.3% | -29.8% | -2.5% |
| 3M | +1.5% | +7.2% | -5.7% | +0.6% |
| 6M | +1.2% | +43.5% | -42.4% | -2.2% |
| YTD | +16.3% | +113.2% | -96.9% | +8.9% |
| 1Y | +20.3% | +135.1% | -114.8% | +11.5% |
| 3Y | +72.3% | -4.8% | +77.1% | +68.1% |
| 5Y | +46.7% | +94.6% | -47.9% | +31.7% |
| 10Y | +113.8% | -24.2% | +138.0% | +86.2% |
| All | +1,065.8% | +1,927.4% | -861.6% | +745.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling