+5,997.9%
WPM vs PTEN
-36.5%
+6,034.4%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.1% | -1.1% | +0.6% |
| 7D | +3.9% | -1.7% | +5.5% | +4.2% |
| 30D | +17.7% | +18.6% | -0.9% | +12.9% |
| 3M | +39.4% | +12.5% | +27.0% | +33.7% |
| 6M | +6.4% | +41.9% | -35.4% | -5.1% |
| YTD | +34.0% | +117.8% | -83.8% | +7.4% |
| 1Y | +50.5% | +145.3% | -94.8% | +16.1% |
| 3Y | +280.3% | -2.8% | +283.1% | +246.2% |
| 5Y | +266.3% | +93.4% | +172.9% | +151.3% |
| 10Y | +550.8% | -16.6% | +567.4% | +287.8% |
| All | +5,997.9% | -36.5% | +6,034.4% | +2,623.6% |
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