+292.2%
WAB vs PTEN
-15.6%
+307.9%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.4% | +1.1% |
| 7D | +0.1% | +3.5% | -3.3% | -0.6% |
| 30D | -4.1% | +17.5% | -21.6% | -7.6% |
| 3M | +8.2% | +12.7% | -4.6% | +4.3% |
| 6M | +15.4% | +33.1% | -17.7% | +5.7% |
| YTD | +33.1% | +116.4% | -83.3% | +8.7% |
| 1Y | +48.1% | +141.2% | -93.1% | +17.0% |
| 3Y | +167.7% | -3.8% | +171.5% | +150.1% |
| 5Y | +225.7% | +92.7% | +133.0% | +139.6% |
| All | +292.2% | -15.6% | +307.9% | +157.5% |
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