+405.5%
WING vs PTEN
-23.6%
+429.1%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.9% | -1.7% | +0.1% |
| 7D | -0.1% | -1.0% | +0.9% | 0.0% |
| 30D | -6.0% | +29.3% | -35.3% | -8.3% |
| 3M | -23.5% | +7.2% | -30.7% | -24.4% |
| 6M | -52.0% | +43.5% | -95.5% | -54.2% |
| YTD | -53.8% | +113.2% | -167.0% | -57.7% |
| 1Y | -63.8% | +135.1% | -198.9% | -67.3% |
| 3Y | -30.8% | -4.8% | -25.9% | -33.0% |
| 5Y | -34.3% | +94.6% | -128.9% | -42.3% |
| 10Y | +352.4% | -24.2% | +376.6% | +283.4% |
| All | +405.5% | -23.6% | +429.1% | +328.0% |
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