+142.7%
WFC vs PTEN
-15.3%
+158.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.2% |
| 7D | +0.3% | +2.8% | -2.5% | -0.4% |
| 30D | +2.3% | +17.6% | -15.3% | -1.7% |
| 3M | +9.8% | +8.2% | +1.6% | +6.5% |
| 6M | +15.6% | +38.1% | -22.6% | +4.5% |
| YTD | -2.4% | +117.3% | -119.7% | -21.3% |
| 1Y | +13.8% | +146.1% | -132.3% | -11.6% |
| 3Y | +134.6% | -3.0% | +137.7% | +118.8% |
| 5Y | +127.9% | +93.5% | +34.5% | +65.8% |
| All | +142.7% | -15.3% | +158.0% | +52.8% |
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