+7,563.4%
GWW vs PTEN
+1,970.6%
+5,592.7%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.1% | -2.9% | -1.1% |
| 7D | -0.5% | -1.7% | +1.2% | -0.3% |
| 30D | -1.4% | +18.6% | -20.0% | -3.6% |
| 3M | -3.6% | +12.5% | -16.1% | -5.6% |
| 6M | +15.1% | +41.9% | -26.7% | +8.9% |
| YTD | +27.5% | +117.8% | -90.3% | +14.3% |
| 1Y | +29.6% | +145.3% | -115.7% | +14.0% |
| 3Y | +90.1% | -2.8% | +92.9% | +82.7% |
| 5Y | +222.6% | +93.4% | +129.2% | +174.3% |
| 10Y | +566.5% | -16.6% | +583.1% | +449.3% |
| All | +7,563.4% | +1,970.6% | +5,592.7% | +5,319.9% |
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 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