+349.8%
WELL vs PTEN
-15.6%
+365.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.3% | 0.0% |
| 7D | -0.2% | +3.5% | -3.7% | -0.7% |
| 30D | +2.3% | +17.5% | -15.2% | 0.0% |
| 3M | +12.3% | +12.7% | -0.5% | +9.8% |
| 6M | +15.6% | +33.1% | -17.5% | +9.7% |
| YTD | +28.3% | +116.4% | -88.1% | +13.6% |
| 1Y | +41.9% | +141.2% | -99.3% | +23.0% |
| 3Y | +198.3% | -3.8% | +202.1% | +185.8% |
| 5Y | +206.4% | +92.7% | +113.7% | +144.3% |
| All | +349.8% | -15.6% | +365.4% | +154.6% |
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