+20,298.4%
WDC vs PTEN
+1,927.4%
+18,371.0%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.9% | +0.2% | +1.7% |
| 7D | +6.0% | -1.0% | +7.0% | +6.2% |
| 30D | +9.9% | +29.3% | -19.4% | +3.6% |
| 3M | -9.4% | +7.2% | -16.6% | -11.6% |
| 6M | +94.7% | +43.5% | +51.2% | +76.3% |
| YTD | +177.4% | +113.2% | +64.1% | +128.9% |
| 1Y | +412.6% | +135.1% | +277.5% | +311.2% |
| 3Y | +1,359.8% | -4.8% | +1,364.6% | +1,282.1% |
| 5Y | +992.6% | +94.6% | +898.0% | +725.6% |
| 10Y | +1,245.5% | -24.2% | +1,269.7% | +909.7% |
| All | +20,298.4% | +1,927.4% | +18,371.0% | +8,578.8% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling