+10,726.6%
WAT vs PTEN
+1,218.5%
+9,508.1%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | 0.0% | -0.9% |
| 7D | -1.3% | +0.7% | -2.0% | -1.4% |
| 30D | +2.3% | +31.2% | -28.9% | -1.3% |
| 3M | +8.7% | +2.0% | +6.7% | +7.7% |
| 6M | +28.3% | +42.4% | -14.1% | +20.8% |
| YTD | +7.8% | +109.2% | -101.4% | -3.7% |
| 1Y | +36.6% | +122.3% | -85.7% | +20.6% |
| 3Y | +45.7% | -5.6% | +51.2% | +40.2% |
| 5Y | -3.3% | +86.5% | -89.8% | -18.3% |
| 10Y | +162.1% | -22.1% | +184.2% | +113.2% |
| All | +10,726.6% | +1,218.5% | +9,508.1% | +6,294.2% |
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