-36.2%
WING vs PTEN
+89.3%
-125.5%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.2% | 0.0% |
| 7D | +0.2% | +2.8% | -2.6% | 0.0% |
| 30D | -0.5% | +17.6% | -18.0% | -1.7% |
| 3M | -23.9% | +8.2% | -32.0% | -24.5% |
| 6M | -48.9% | +38.1% | -87.0% | -50.8% |
| YTD | -53.3% | +117.3% | -170.6% | -57.4% |
| 1Y | -60.3% | +146.1% | -206.4% | -64.5% |
| 3Y | -30.1% | -3.0% | -27.1% | -31.9% |
| 5Y | -36.2% | +93.5% | -129.7% | -41.5% |
| All | -36.2% | +89.3% | -125.5% | -41.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling