+167.4%
WAB vs PTEN
+2.7%
+164.6%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.8% | -3.7% | -1.3% |
| 7D | +5.1% | +10.6% | -5.5% | +3.4% |
| 30D | +4.0% | -4.9% | +8.9% | +4.3% |
| 3M | +0.1% | +1.4% | -1.3% | -1.0% |
| 6M | +12.8% | -7.0% | +19.8% | +12.4% |
| YTD | +40.1% | +84.8% | -44.7% | +17.2% |
| 1Y | +46.4% | +95.7% | -49.3% | +20.5% |
| 3Y | +167.4% | +2.0% | +165.4% | +145.1% |
| All | +167.4% | +2.7% | +164.6% | +145.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling