+4,115.8%
WAB vs PTEN
+1,516.4%
+2,599.4%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.9% | -1.4% | +0.2% |
| 7D | +1.7% | -1.0% | +2.7% | +1.8% |
| 30D | -2.4% | +29.3% | -31.7% | -7.5% |
| 3M | +9.7% | +7.2% | +2.4% | +7.1% |
| 6M | +16.5% | +43.5% | -27.0% | +6.1% |
| YTD | +33.7% | +113.2% | -79.5% | +12.2% |
| 1Y | +49.7% | +135.1% | -85.4% | +22.3% |
| 3Y | +170.9% | -4.8% | +175.8% | +155.9% |
| 5Y | +228.0% | +94.6% | +133.4% | +152.8% |
| 10Y | +284.8% | -24.2% | +309.0% | +193.5% |
| All | +4,115.8% | +1,516.4% | +2,599.4% | +2,487.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling