+13.9%
WOLF vs PTEN
+143.0%
-129.1%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | -0.2% | -7.5% | -7.7% |
| 7D | -6.2% | +2.8% | -9.0% | -6.2% |
| 30D | -16.5% | +17.6% | -34.1% | -16.3% |
| 3M | -42.0% | +8.2% | -50.2% | -42.0% |
| 6M | +51.8% | +38.1% | +13.7% | +49.0% |
| YTD | +44.6% | +117.3% | -72.7% | +40.1% |
| All | +13.9% | +143.0% | -129.1% | +18.7% |
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 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