+398.2%
WING vs PTEN
-15.6%
+413.8%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | -0.4% | +6.3% | +6.0% |
| 7D | +7.2% | +3.5% | +3.8% | +6.9% |
| 30D | +4.8% | +17.5% | -12.8% | +3.4% |
| 3M | -23.7% | +12.7% | -36.4% | -24.7% |
| 6M | -43.6% | +33.1% | -76.7% | -45.4% |
| YTD | -50.6% | +116.4% | -167.0% | -54.4% |
| 1Y | -57.0% | +141.2% | -198.2% | -60.9% |
| 3Y | -28.3% | -3.8% | -24.5% | -30.4% |
| 5Y | -32.4% | +92.7% | -125.1% | -39.3% |
| All | +398.2% | -15.6% | +413.8% | +326.0% |
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 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