+567.0%
WDC vs PTEN
+49.0%
+518.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +2.8% | -7.8% | -5.6% |
| 7D | +12.1% | +10.6% | +1.5% | +9.5% |
| 30D | -18.8% | -4.9% | -13.9% | -17.8% |
| 3M | -39.3% | +1.4% | -40.8% | -39.5% |
| 6M | -40.1% | -7.0% | -33.1% | -39.8% |
| YTD | +71.8% | +84.8% | -13.0% | +45.4% |
| 1Y | +88.5% | +95.7% | -7.2% | +57.0% |
| 3Y | +770.0% | +2.0% | +768.0% | +702.3% |
| All | +567.0% | +49.0% | +518.0% | +444.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling