+20,291.9%
WDC vs PTEN
+1,927.4%
+18,364.5%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -16.7% | -11.6% |
| 6M | +94.7% | +43.5% | +51.1% | +76.2% |
| YTD | +177.3% | +113.2% | +64.0% | +128.8% |
| 1Y | +412.4% | +135.1% | +277.4% | +311.0% |
| 3Y | +1,359.3% | -4.8% | +1,364.1% | +1,281.7% |
| 5Y | +992.2% | +94.6% | +897.6% | +725.3% |
| 10Y | +1,245.1% | -24.2% | +1,269.3% | +909.4% |
| All | +20,291.9% | +1,927.4% | +18,364.5% | +8,576.0% |
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