+2,521.4%
PWR vs PTEN
-15.6%
+2,537.1%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.4% | +5.5% | +5.2% |
| 7D | +4.2% | +3.5% | +0.7% | +3.5% |
| 30D | -4.0% | +17.5% | -21.6% | -7.2% |
| 3M | -4.8% | +12.7% | -17.5% | -7.7% |
| 6M | +14.6% | +33.1% | -18.4% | +6.1% |
| YTD | +54.2% | +116.4% | -62.2% | +28.7% |
| 1Y | +67.1% | +141.2% | -74.1% | +35.5% |
| 3Y | +218.5% | -3.8% | +222.2% | +200.4% |
| 5Y | +466.3% | +92.7% | +373.6% | +332.8% |
| All | +2,521.4% | -15.6% | +2,537.1% | +1,767.9% |
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