+53.9%
WM vs PTEN
+90.4%
-36.5%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.2% | -1.2% |
| 7D | -0.3% | +0.7% | -1.0% | -0.3% |
| 30D | -2.4% | +31.2% | -33.6% | -3.4% |
| 3M | +0.4% | +2.0% | -1.6% | +0.2% |
| 6M | -9.5% | +42.4% | -51.9% | -10.8% |
| YTD | +0.5% | +109.2% | -108.7% | -2.4% |
| 1Y | -1.1% | +122.3% | -123.4% | -4.3% |
| 3Y | +46.0% | -5.6% | +51.6% | +45.0% |
| All | +53.9% | +90.4% | -36.5% | +48.9% |
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