+1,563.0%
WCC vs PTEN
+321.3%
+1,241.7%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.8% | -4.5% | -2.5% |
| 7D | +9.9% | +10.6% | -0.6% | +6.7% |
| 30D | -8.4% | -4.9% | -3.5% | -7.3% |
| 3M | -10.3% | +1.4% | -11.8% | -11.4% |
| 6M | -10.5% | -7.0% | -3.5% | -10.6% |
| YTD | +32.2% | +84.8% | -52.6% | +5.2% |
| 1Y | +25.5% | +95.7% | -70.1% | -2.0% |
| 3Y | +134.7% | +2.0% | +132.7% | +114.2% |
| 5Y | +139.9% | +48.0% | +92.0% | +79.5% |
| 10Y | +433.5% | -38.3% | +471.8% | +298.5% |
| All | +1,563.0% | +321.3% | +1,241.7% | +714.3% |
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 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