+166.1%
WAT vs PTEN
-15.6%
+181.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +1.7% |
| 7D | -0.3% | +3.5% | -3.7% | -0.6% |
| 30D | -1.9% | +17.5% | -19.4% | -3.6% |
| 3M | +13.5% | +12.7% | +0.8% | +11.6% |
| 6M | +37.2% | +33.1% | +4.2% | +31.6% |
| YTD | +7.5% | +116.4% | -108.9% | -2.6% |
| 1Y | +35.0% | +141.2% | -106.2% | +20.4% |
| 3Y | +55.1% | -3.8% | +58.9% | +49.0% |
| 5Y | -2.8% | +92.7% | -95.5% | -15.0% |
| All | +166.1% | -15.6% | +181.7% | +121.3% |
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