+442.3%
WELL vs PTEN
-38.4%
+480.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.8% | -3.0% | -0.6% |
| 7D | +0.1% | +10.6% | -10.5% | -1.2% |
| 30D | +5.7% | -4.9% | +10.6% | +5.9% |
| 3M | +4.6% | +1.4% | +3.2% | +3.8% |
| 6M | +11.9% | -7.0% | +18.9% | +11.4% |
| YTD | +33.6% | +84.8% | -51.2% | +20.0% |
| 1Y | +29.8% | +95.7% | -65.9% | +15.5% |
| 3Y | +202.2% | +2.0% | +200.2% | +184.7% |
| 5Y | +223.2% | +48.0% | +175.3% | +168.1% |
| All | +442.3% | -38.4% | +480.7% | +222.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling