+1,043.3%
WSM vs PTEN
-15.6%
+1,059.0%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.5% | +1.2% |
| 7D | -0.5% | +3.5% | -4.0% | -1.1% |
| 30D | -7.7% | +17.5% | -25.3% | -10.3% |
| 3M | +3.8% | +12.7% | -9.0% | +0.8% |
| 6M | +22.7% | +33.1% | -10.4% | +14.3% |
| YTD | +28.0% | +116.4% | -88.4% | +9.0% |
| 1Y | +12.7% | +141.2% | -128.4% | -6.5% |
| 3Y | +231.3% | -3.8% | +235.1% | +213.2% |
| 5Y | +177.2% | +92.7% | +84.5% | +123.7% |
| All | +1,043.3% | -15.6% | +1,059.0% | +719.7% |
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 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