+7,708.3%
WELL vs PTEN
+1,656.8%
+6,051.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.8% | -3.0% | -0.5% |
| 7D | +0.1% | +10.6% | -10.5% | -1.0% |
| 30D | +5.7% | -4.9% | +10.6% | +5.9% |
| 3M | +4.6% | +1.4% | +3.2% | +3.9% |
| 6M | +11.9% | -7.0% | +18.9% | +11.5% |
| YTD | +33.6% | +84.8% | -51.2% | +22.7% |
| 1Y | +29.8% | +95.7% | -65.9% | +18.3% |
| 3Y | +202.2% | +2.0% | +200.2% | +187.6% |
| 5Y | +223.2% | +48.0% | +175.3% | +183.2% |
| 10Y | +461.7% | -38.3% | +500.0% | +366.9% |
| All | +7,708.3% | +1,656.8% | +6,051.5% | +5,243.1% |
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 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