+101.9%
WMT vs PTEN
-3.7%
+105.6%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.4% |
| 7D | 0.0% | +3.5% | -3.5% | -0.1% |
| 30D | -7.4% | +17.5% | -25.0% | -8.0% |
| 3M | -10.9% | +12.7% | -23.6% | -11.4% |
| 6M | -12.7% | +33.1% | -45.8% | -14.1% |
| YTD | -3.2% | +116.4% | -119.7% | -7.4% |
| 1Y | +5.3% | +141.2% | -135.9% | -0.1% |
| 3Y | +101.9% | -3.8% | +105.7% | +93.2% |
| All | +101.9% | -3.7% | +105.6% | +93.2% |
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 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