+12,535.2%
WDC vs PTEN
+1,656.8%
+10,878.5%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +2.8% | -7.8% | -5.6% |
| 7D | +12.1% | +10.6% | +1.5% | +9.6% |
| 30D | -18.8% | -4.9% | -13.9% | -17.8% |
| 3M | -39.3% | +1.4% | -40.8% | -39.6% |
| 6M | -40.1% | -7.0% | -33.1% | -39.8% |
| YTD | +71.8% | +84.8% | -13.0% | +46.2% |
| 1Y | +88.5% | +95.7% | -7.2% | +58.0% |
| 3Y | +770.0% | +2.0% | +768.0% | +714.4% |
| 5Y | +549.0% | +48.0% | +501.1% | +423.1% |
| 10Y | +650.3% | -38.3% | +688.6% | +490.5% |
| All | +12,535.2% | +1,656.8% | +10,878.5% | +5,444.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling