+40.0%
WPM vs PTEN
+79.8%
-39.9%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -9.4% | +21.4% | +10.4% |
| 7D | +3.9% | -15.5% | +19.4% | +1.6% |
| 30D | -3.5% | -7.8% | +4.3% | -4.5% |
| 3M | +14.1% | +6.4% | +7.7% | +15.8% |
| 6M | +6.2% | -11.9% | +18.1% | +5.1% |
| YTD | +12.4% | +79.4% | -67.0% | +9.4% |
| 1Y | +40.0% | +84.9% | -45.0% | +36.1% |
| All | +40.0% | +79.8% | -39.9% | +36.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling