-13.2%
WDAY vs PTEN
+2.7%
-15.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.8% | +0.2% | +2.8% |
| 7D | +1.8% | +10.6% | -8.7% | +1.1% |
| 30D | +4.1% | -4.9% | +9.0% | +4.2% |
| 3M | -4.8% | +1.4% | -6.3% | -5.4% |
| 6M | +68.6% | -7.0% | +75.7% | +69.1% |
| YTD | -8.5% | +84.8% | -93.3% | -16.4% |
| 1Y | -12.1% | +95.7% | -107.8% | -20.4% |
| 3Y | -13.2% | +2.0% | -15.2% | -16.7% |
| All | -13.2% | +2.7% | -15.9% | -16.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling