+190.9%
WMB vs PTEN
+29.1%
+161.8%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.9% | -0.4% | +1.1% |
| 7D | -6.9% | -14.5% | +7.6% | -3.7% |
| 30D | -7.2% | -11.1% | +4.0% | -4.9% |
| 3M | -5.4% | -7.8% | +2.4% | -4.2% |
| 6M | -4.9% | -10.5% | +5.6% | -3.7% |
| YTD | +14.7% | +69.3% | -54.6% | -0.3% |
| 1Y | +14.7% | +70.5% | -55.8% | -0.6% |
| 3Y | +116.4% | -7.1% | +123.5% | +107.0% |
| All | +190.9% | +29.1% | +161.8% | +152.7% |
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 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