+76.2%
PTEN vs WTW
+42.0%
+34.2%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.5% | -0.4% |
| 7D | +3.5% | -5.7% | +9.2% | +5.6% |
| 30D | +17.5% | -7.3% | +24.8% | +20.4% |
| 3M | +12.7% | +21.5% | -8.7% | +3.2% |
| 6M | +33.1% | +9.6% | +23.5% | +26.3% |
| YTD | +116.4% | -3.3% | +119.7% | +115.8% |
| 1Y | +141.2% | -6.1% | +147.3% | +143.8% |
| 3Y | -3.8% | +61.8% | -65.6% | -30.6% |
| All | +76.2% | +42.0% | +34.2% | +34.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling