+2,783.6%
WMB vs PTEN
+1,568.7%
+1,215.0%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +3.7% | -1.5% | +1.1% |
| 7D | +1.6% | -2.2% | +3.7% | +2.2% |
| 30D | -7.1% | -8.0% | +1.0% | -5.1% |
| 3M | -4.0% | -5.0% | +1.0% | -3.3% |
| 6M | -5.7% | -10.6% | +4.9% | -4.4% |
| YTD | +17.2% | +75.5% | -58.3% | -3.7% |
| 1Y | +17.2% | +70.2% | -53.0% | -3.1% |
| 3Y | +121.1% | -3.7% | +124.8% | +101.4% |
| 5Y | +197.2% | +34.9% | +162.3% | +125.4% |
| 10Y | +280.9% | -41.4% | +322.4% | +177.5% |
| All | +2,783.6% | +1,568.7% | +1,215.0% | +1,397.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling