+39.4%
PTEN vs WTW
+1,101.3%
-1,061.9%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.5% | -0.8% | -0.5% |
| 7D | +2.8% | -7.8% | +10.6% | +7.2% |
| 30D | +17.6% | -7.9% | +25.4% | +22.3% |
| 3M | +8.2% | +19.9% | -11.8% | -3.4% |
| 6M | +38.1% | +9.8% | +28.3% | +28.0% |
| YTD | +117.3% | -3.3% | +120.6% | +113.3% |
| 1Y | +146.1% | -3.3% | +149.4% | +140.6% |
| 3Y | -3.0% | +61.5% | -64.6% | -30.5% |
| 5Y | +93.5% | +42.6% | +50.9% | +48.4% |
| 10Y | -16.8% | +197.1% | -213.8% | -55.8% |
| All | +39.4% | +1,101.3% | -1,061.9% | -52.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling