+561.8%
GWW vs PTEN
-15.6%
+577.4%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +0.7% |
| 7D | -3.4% | +3.5% | -6.8% | -3.8% |
| 30D | -1.9% | +17.5% | -19.4% | -4.0% |
| 3M | -2.4% | +12.7% | -15.1% | -4.4% |
| 6M | +15.7% | +33.1% | -17.4% | +10.0% |
| YTD | +27.6% | +116.4% | -88.8% | +13.4% |
| 1Y | +27.2% | +141.2% | -114.0% | +10.9% |
| 3Y | +89.7% | -3.8% | +93.5% | +81.8% |
| 5Y | +223.9% | +92.7% | +131.2% | +171.3% |
| All | +561.8% | -15.6% | +577.4% | +411.3% |
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 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