+458.6%
WST vs PTEN
-38.4%
+497.1%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.8% | -1.6% | +1.1% |
| 7D | +4.2% | +10.6% | -6.4% | +3.7% |
| 30D | +11.2% | -4.9% | +16.2% | +11.4% |
| 3M | +20.4% | +1.4% | +18.9% | +20.1% |
| 6M | +37.9% | -7.0% | +44.9% | +37.8% |
| YTD | +51.8% | +84.8% | -33.0% | +45.8% |
| 1Y | +56.6% | +95.7% | -39.1% | +49.9% |
| 3Y | +24.2% | +2.0% | +22.2% | +21.0% |
| 5Y | +0.7% | +48.0% | -47.3% | -4.4% |
| All | +458.6% | -38.4% | +497.1% | +425.3% |
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