+13.7%
WSM vs PTEN
+135.2%
-121.6%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.0% | +3.1% | +2.0% |
| 7D | -3.3% | +0.7% | -4.0% | -3.2% |
| 30D | -8.4% | +31.2% | -39.6% | -6.1% |
| 3M | +9.7% | +2.0% | +7.6% | +10.8% |
| 6M | +16.7% | +42.4% | -25.7% | +14.3% |
| YTD | +28.7% | +109.2% | -80.5% | +19.8% |
| 1Y | +13.7% | +122.3% | -108.6% | +1.5% |
| All | +13.7% | +135.2% | -121.6% | +1.5% |
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 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