+2,427.0%
WEC vs PTEN
+1,927.4%
+499.6%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.9% | -0.9% | +1.0% |
| 7D | +0.8% | -1.0% | +1.8% | +0.9% |
| 30D | +0.3% | +29.3% | -29.0% | -1.0% |
| 3M | -2.9% | +7.2% | -10.2% | -3.5% |
| 6M | -5.9% | +43.5% | -49.5% | -8.1% |
| YTD | +4.1% | +113.2% | -109.1% | -0.4% |
| 1Y | +3.1% | +135.1% | -131.9% | -2.1% |
| 3Y | +40.8% | -4.8% | +45.6% | +38.5% |
| 5Y | +31.7% | +94.6% | -62.9% | +22.4% |
| 10Y | +141.1% | -24.2% | +165.3% | +119.3% |
| All | +2,427.0% | +1,927.4% | +499.6% | +1,767.7% |
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