+3,286.0%
WFC vs PTEN
+1,889.0%
+1,397.1%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +1.9% | +1.1% |
| 7D | +3.8% | +0.7% | +3.1% | +3.6% |
| 30D | +1.5% | +31.2% | -29.8% | -3.9% |
| 3M | +10.9% | +2.0% | +8.8% | +9.2% |
| 6M | +8.4% | +42.4% | -34.0% | -0.6% |
| YTD | -1.9% | +109.2% | -111.1% | -16.6% |
| 1Y | +12.3% | +122.3% | -110.0% | -6.2% |
| 3Y | +132.3% | -5.6% | +137.9% | +121.1% |
| 5Y | +130.1% | +86.5% | +43.6% | +82.8% |
| 10Y | +134.4% | -22.1% | +156.5% | +82.1% |
| All | +3,286.0% | +1,889.0% | +1,397.1% | +1,942.7% |
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