+149.0%
WMB vs PTEN
-1.7%
+150.7%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.9% | +0.3% | +1.9% |
| 7D | +0.8% | -1.0% | +1.8% | +1.0% |
| 30D | +7.7% | +29.3% | -21.6% | +2.9% |
| 3M | +6.7% | +7.2% | -0.5% | +4.8% |
| 6M | +3.6% | +43.5% | -39.9% | -3.8% |
| YTD | +28.0% | +113.2% | -85.2% | +10.2% |
| 1Y | +37.6% | +135.1% | -97.5% | +15.6% |
| 3Y | +149.0% | -4.8% | +153.9% | +151.5% |
| All | +149.0% | -1.7% | +150.7% | +151.5% |
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