+1,394.6%
WDC vs PTEN
-3.1%
+1,397.7%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.1% | -1.1% | +0.6% |
| 7D | +7.5% | -1.7% | +9.1% | +7.9% |
| 30D | +10.1% | +18.6% | -8.5% | +5.8% |
| 3M | -6.8% | +12.5% | -19.3% | -10.2% |
| 6M | +84.1% | +41.9% | +42.3% | +65.1% |
| YTD | +180.3% | +117.8% | +62.5% | +122.5% |
| 1Y | +411.1% | +145.3% | +265.8% | +289.3% |
| All | +1,394.6% | -3.1% | +1,397.7% | +1,148.6% |
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