+328.1%
WM vs PTEN
-43.2%
+371.3%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.3% | -1.8% | -2.1% |
| 7D | +1.2% | -25.5% | +26.7% | +2.8% |
| 30D | +13.1% | -11.7% | +24.7% | +13.7% |
| 3M | +3.6% | -0.5% | +4.1% | +3.3% |
| 6M | +8.1% | -12.9% | +21.0% | +8.3% |
| YTD | +8.9% | +67.1% | -58.2% | +4.7% |
| 1Y | +20.3% | +70.5% | -50.2% | +15.5% |
| 3Y | +46.2% | -10.4% | +56.6% | +43.8% |
| 5Y | +59.9% | +23.7% | +36.2% | +50.2% |
| All | +328.1% | -43.2% | +371.3% | +271.3% |
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