+8,589.7%
PWR vs PTEN
+236.0%
+8,353.7%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.9% | +0.4% | +1.9% |
| 7D | +4.5% | -1.0% | +5.5% | +4.7% |
| 30D | -4.9% | +29.3% | -34.2% | -11.1% |
| 3M | -7.9% | +7.2% | -15.1% | -10.4% |
| 6M | +18.3% | +43.5% | -25.2% | +5.4% |
| YTD | +51.5% | +113.2% | -61.7% | +21.7% |
| 1Y | +70.3% | +135.1% | -64.8% | +32.4% |
| 3Y | +210.6% | -4.8% | +215.4% | +189.4% |
| 5Y | +456.7% | +94.6% | +362.1% | +294.4% |
| 10Y | +2,396.1% | -24.2% | +2,420.3% | +1,634.7% |
| All | +8,589.7% | +236.0% | +8,353.7% | +3,968.2% |
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