+204.5%
WELL vs PTEN
-1.7%
+206.2%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.9% | -1.5% | +0.4% |
| 7D | -1.3% | -1.0% | -0.3% | -1.3% |
| 30D | +0.5% | +29.3% | -28.8% | +0.3% |
| 3M | +19.1% | +7.2% | +11.8% | +19.1% |
| 6M | +17.0% | +43.5% | -26.6% | +16.1% |
| YTD | +29.2% | +113.2% | -84.0% | +26.9% |
| 1Y | +42.1% | +135.1% | -92.9% | +39.1% |
| 3Y | +204.5% | -4.8% | +209.4% | +199.9% |
| All | +204.5% | -1.7% | +206.2% | +199.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling