+208.8%
WELL vs PTEN
+94.7%
+114.2%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.1% | -2.7% | -0.7% |
| 7D | -1.1% | -1.7% | +0.5% | -1.1% |
| 30D | +0.7% | +18.6% | -17.8% | -0.2% |
| 3M | +14.5% | +12.5% | +2.1% | +13.6% |
| 6M | +14.4% | +41.9% | -27.5% | +11.6% |
| YTD | +28.5% | +117.8% | -89.3% | +21.9% |
| 1Y | +41.8% | +145.3% | -103.6% | +33.2% |
| 3Y | +202.8% | -2.8% | +205.6% | +200.8% |
| 5Y | +208.8% | +93.4% | +115.4% | +175.4% |
| All | +208.8% | +94.7% | +114.2% | +175.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling