+3,157.7%
WFC vs PTEN
+1,656.8%
+1,501.0%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.8% | -2.5% | -0.2% |
| 7D | +2.5% | +10.6% | -8.1% | +0.6% |
| 30D | +7.0% | -4.9% | +11.9% | +7.4% |
| 3M | -1.8% | +1.4% | -3.2% | -2.9% |
| 6M | +18.4% | -7.0% | +25.4% | +17.8% |
| YTD | -5.6% | +84.8% | -90.4% | -18.4% |
| 1Y | +3.9% | +95.7% | -91.8% | -11.3% |
| 3Y | +126.3% | +2.0% | +124.4% | +111.5% |
| 5Y | +91.1% | +48.0% | +43.2% | +58.3% |
| 10Y | +118.5% | -38.3% | +156.9% | +76.2% |
| All | +3,157.7% | +1,656.8% | +1,501.0% | +1,898.0% |
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