+27.3%
WAT vs PTEN
+79.8%
-52.5%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -9.4% | +11.0% | +1.1% |
| 7D | -1.9% | -15.5% | +13.5% | -2.8% |
| 30D | +6.2% | -7.8% | +14.0% | +6.0% |
| 3M | +18.1% | +6.4% | +11.7% | +19.2% |
| 6M | +54.9% | -11.9% | +66.8% | +56.0% |
| YTD | +23.1% | +79.4% | -56.3% | +12.3% |
| 1Y | +27.3% | +84.9% | -57.6% | +15.7% |
| All | +27.3% | +79.8% | -52.5% | +15.7% |
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