+234.7%
WCN vs PTEN
-15.6%
+250.3%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.2% |
| 7D | -3.1% | +3.5% | -6.6% | -3.3% |
| 30D | -3.4% | +17.5% | -20.9% | -4.3% |
| 3M | +3.0% | +12.7% | -9.8% | +2.0% |
| 6M | -3.8% | +33.1% | -36.8% | -5.7% |
| YTD | -8.3% | +116.4% | -124.8% | -12.7% |
| 1Y | -9.7% | +141.2% | -150.9% | -14.8% |
| 3Y | +17.2% | -3.8% | +20.9% | +15.2% |
| 5Y | +25.3% | +92.7% | -67.4% | +16.3% |
| All | +234.7% | -15.6% | +250.3% | +183.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling