+37.1%
WAT vs PTEN
+144.8%
-107.7%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.6% | -0.8% |
| 7D | -2.9% | +2.8% | -5.7% | -2.8% |
| 30D | -3.2% | +17.6% | -20.8% | -2.5% |
| 3M | +10.6% | +8.2% | +2.4% | +11.8% |
| 6M | +34.0% | +38.1% | -4.1% | +33.3% |
| YTD | +5.7% | +117.3% | -111.5% | -0.3% |
| 1Y | +37.1% | +146.1% | -109.0% | +24.9% |
| All | +37.1% | +144.8% | -107.7% | +24.9% |
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