+525.4%
WPM vs PTEN
-15.6%
+541.0%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.4% | +2.5% | +2.1% |
| 7D | -0.6% | +3.5% | -4.0% | -0.7% |
| 30D | +14.4% | +17.5% | -3.1% | +13.5% |
| 3M | +37.0% | +12.7% | +24.3% | +35.9% |
| 6M | +4.1% | +33.1% | -29.0% | +1.9% |
| YTD | +31.7% | +116.4% | -84.7% | +25.0% |
| 1Y | +44.2% | +141.2% | -97.0% | +35.6% |
| 3Y | +265.5% | -3.8% | +269.3% | +259.2% |
| 5Y | +262.5% | +92.7% | +169.8% | +242.5% |
| All | +525.4% | -15.6% | +541.0% | +411.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling