+84.9%
PTEN vs WTW
+8.6%
+76.3%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | +3.0% | -12.3% | -9.0% |
| 7D | -15.5% | +4.9% | -20.4% | -15.1% |
| 30D | -7.8% | +17.1% | -24.9% | -6.8% |
| 3M | +6.4% | -0.3% | +6.7% | +6.6% |
| 6M | -11.9% | +30.7% | -42.5% | -11.1% |
| YTD | +79.4% | +3.7% | +75.7% | +82.0% |
| 1Y | +84.9% | +5.9% | +79.0% | +88.8% |
| All | +84.9% | +8.6% | +76.3% | +88.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 1y: compounded portfolio wealth divided by compounded WTW 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…
1y analysis · Full analysis span regression · 6 months rolling