+36.6%
WAT vs PTEN
+135.2%
-98.6%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | 0.0% | -1.1% |
| 7D | -1.3% | +0.7% | -2.0% | -1.2% |
| 30D | +2.3% | +31.2% | -28.9% | +3.6% |
| 3M | +8.7% | +2.0% | +6.7% | +9.8% |
| 6M | +28.3% | +42.4% | -14.1% | +26.4% |
| YTD | +7.8% | +109.2% | -101.4% | +1.4% |
| 1Y | +36.6% | +122.3% | -85.7% | +26.1% |
| All | +36.6% | +135.2% | -98.6% | +26.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling