+293.4%
WBD vs PTEN
-35.7%
+329.1%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.1% | -2.9% | -1.3% |
| 7D | -1.7% | -1.7% | 0.0% | -1.3% |
| 30D | +3.9% | +18.6% | -14.7% | -0.5% |
| 3M | +5.1% | +12.5% | -7.4% | +0.9% |
| 6M | +0.6% | +41.9% | -41.3% | -9.8% |
| YTD | -3.2% | +117.8% | -120.9% | -22.2% |
| 1Y | +127.7% | +145.3% | -17.7% | +76.5% |
| 3Y | +146.6% | -2.8% | +149.4% | +131.5% |
| 5Y | +4.2% | +93.4% | -89.2% | -23.3% |
| 10Y | +13.7% | -16.6% | +30.2% | -20.3% |
| All | +293.4% | -35.7% | +329.1% | +96.9% |
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 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