+5,103.1%
NEE vs PTEN
+1,965.8%
+3,137.3%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | 0.0% | -0.2% |
| 7D | -1.9% | +2.8% | -4.7% | -2.1% |
| 30D | -3.1% | +17.6% | -20.7% | -4.3% |
| 3M | -2.4% | +8.2% | -10.6% | -3.2% |
| 6M | -8.6% | +38.1% | -46.7% | -11.2% |
| YTD | +4.9% | +117.3% | -112.4% | -1.3% |
| 1Y | +19.4% | +146.1% | -126.7% | +11.0% |
| 3Y | +34.9% | -3.0% | +37.9% | +31.7% |
| 5Y | +11.0% | +93.5% | -82.4% | +0.9% |
| 10Y | +252.3% | -16.8% | +269.1% | +208.6% |
| All | +5,103.1% | +1,965.8% | +3,137.3% | +3,687.6% |
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 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