+417.4%
WDC vs PTEN
+135.2%
+282.2%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.0% | +6.9% | +6.0% |
| 7D | +1.7% | +0.7% | +1.0% | +1.7% |
| 30D | -10.0% | +31.2% | -41.2% | -12.2% |
| 3M | -18.8% | +2.0% | -20.8% | -20.1% |
| 6M | +79.0% | +42.4% | +36.6% | +68.8% |
| YTD | +171.6% | +109.2% | +62.4% | +142.2% |
| 1Y | +417.4% | +122.3% | +295.1% | +370.5% |
| All | +417.4% | +135.2% | +282.2% | +370.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling