+2,980.1%
WMB vs PTEN
+1,889.0%
+1,091.1%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.0% | +1.2% | +0.4% |
| 7D | +0.6% | +0.7% | -0.1% | +0.3% |
| 30D | +3.3% | +31.2% | -28.0% | -5.0% |
| 3M | +3.1% | +2.0% | +1.1% | +1.2% |
| 6M | -0.7% | +42.4% | -43.1% | -12.5% |
| YTD | +25.2% | +109.2% | -84.0% | -1.8% |
| 1Y | +32.9% | +122.3% | -89.4% | +1.2% |
| 3Y | +140.6% | -5.6% | +146.1% | +120.8% |
| 5Y | +273.5% | +86.5% | +187.0% | +156.8% |
| 10Y | +334.2% | -22.1% | +356.3% | +190.7% |
| All | +2,980.1% | +1,889.0% | +1,091.1% | +1,427.2% |
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