+469.4%
PWR vs PTEN
+87.9%
+381.5%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -6.9% |
| 3M | -4.8% | +12.7% | -17.5% | -7.4% |
| 6M | +14.6% | +33.1% | -18.4% | +6.6% |
| YTD | +54.2% | +116.4% | -62.2% | +29.9% |
| 1Y | +67.1% | +141.2% | -74.1% | +37.0% |
| 3Y | +218.5% | -3.8% | +222.2% | +199.7% |
| All | +469.4% | +87.9% | +381.5% | +365.3% |
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