+46.2%
WM vs PTEN
-13.8%
+59.9%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.3% | -1.8% | -2.1% |
| 7D | +1.2% | -25.5% | +26.7% | +1.5% |
| 30D | +13.1% | -11.7% | +24.7% | +13.1% |
| 3M | +3.6% | -0.5% | +4.1% | +3.3% |
| 6M | +8.1% | -12.9% | +21.0% | +8.0% |
| YTD | +8.9% | +67.1% | -58.2% | +7.2% |
| 1Y | +20.3% | +70.5% | -50.2% | +18.4% |
| 3Y | +46.2% | -10.4% | +56.6% | +46.5% |
| All | +46.2% | -13.8% | +59.9% | +46.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling