+3.6%
WBD vs PTEN
+87.9%
-84.3%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.5% |
| 7D | -0.7% | +3.5% | -4.2% | -1.5% |
| 30D | +1.4% | +17.5% | -16.1% | -2.6% |
| 3M | +4.4% | +12.7% | -8.3% | +0.5% |
| 6M | +0.8% | +33.1% | -32.3% | -8.1% |
| YTD | -2.7% | +116.4% | -119.1% | -22.5% |
| 1Y | +73.4% | +141.2% | -67.8% | +33.2% |
| 3Y | +142.1% | -3.8% | +145.9% | +119.1% |
| All | +3.6% | +87.9% | -84.3% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling