+295.4%
WMB vs PTEN
-15.3%
+310.7%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.2% | -2.9% | -3.0% |
| 7D | -1.7% | +2.8% | -4.4% | -2.3% |
| 30D | +0.7% | +17.6% | -16.9% | -3.4% |
| 3M | +1.5% | +8.2% | -6.7% | -1.4% |
| 6M | +0.1% | +38.1% | -38.0% | -9.4% |
| YTD | +22.9% | +117.3% | -94.4% | -1.0% |
| 1Y | +27.9% | +146.1% | -118.2% | -1.1% |
| 3Y | +139.1% | -3.0% | +142.2% | +122.9% |
| 5Y | +270.9% | +93.5% | +177.5% | +168.8% |
| All | +295.4% | -15.3% | +310.7% | +162.7% |
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