+366.0%
WDC vs PTEN
+148.3%
+217.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.4% | -2.6% | -2.9% |
| 7D | -4.3% | +3.5% | -7.8% | -4.6% |
| 30D | -1.5% | +17.5% | -19.0% | -3.0% |
| 3M | -15.5% | +12.7% | -28.2% | -17.5% |
| 6M | +66.5% | +33.1% | +33.4% | +58.5% |
| YTD | +159.9% | +116.4% | +43.4% | +129.9% |
| 1Y | +366.0% | +141.2% | +224.8% | +322.1% |
| All | +366.0% | +148.3% | +217.6% | +322.1% |
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 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