+324.1%
WM vs PTEN
-41.5%
+365.6%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +3.7% | -2.5% | +1.0% |
| 7D | +0.8% | -2.2% | +2.9% | +0.9% |
| 30D | +13.8% | -8.0% | +21.8% | +14.1% |
| 3M | +6.4% | -5.0% | +11.4% | +6.4% |
| 6M | +13.2% | -10.6% | +23.9% | +13.3% |
| YTD | +10.8% | +75.5% | -64.7% | +6.2% |
| 1Y | +20.2% | +70.2% | -50.0% | +15.4% |
| 3Y | +46.5% | -3.7% | +50.2% | +43.5% |
| 5Y | +61.3% | +34.9% | +26.3% | +50.7% |
| All | +324.1% | -41.5% | +365.6% | +264.3% |
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