+137.2%
NWSA vs PTEN
-15.6%
+152.8%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.3% |
| 7D | -2.8% | +3.5% | -6.3% | -3.3% |
| 30D | +3.0% | +17.5% | -14.5% | +0.3% |
| 3M | +12.3% | +12.7% | -0.4% | +9.3% |
| 6M | +21.9% | +33.1% | -11.2% | +14.4% |
| YTD | +13.6% | +116.4% | -102.9% | -2.3% |
| 1Y | +0.5% | +141.2% | -140.7% | -15.7% |
| 3Y | +43.8% | -3.8% | +47.5% | +36.3% |
| 5Y | +41.2% | +92.7% | -51.5% | +11.7% |
| All | +137.2% | -15.6% | +152.8% | +73.4% |
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