+6,511.9%
WCN vs PTEN
+216.4%
+6,295.4%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.9% | -3.0% | -1.2% |
| 7D | -0.4% | -1.0% | +0.6% | -0.4% |
| 30D | -2.1% | +29.3% | -31.4% | -4.7% |
| 3M | +6.4% | +7.2% | -0.9% | +5.1% |
| 6M | -3.7% | +43.5% | -47.2% | -7.9% |
| YTD | -6.4% | +113.2% | -119.6% | -14.0% |
| 1Y | -7.9% | +135.1% | -143.0% | -16.7% |
| 3Y | +20.8% | -4.8% | +25.6% | +17.0% |
| 5Y | +29.0% | +94.6% | -65.6% | +11.5% |
| 10Y | +236.4% | -24.2% | +260.6% | +183.4% |
| All | +6,511.9% | +216.4% | +6,295.4% | +4,637.1% |
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 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