-26.0%
WST vs PTEN
+94.7%
-120.6%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.1% | -2.4% | -0.4% |
| 7D | -1.7% | -1.7% | 0.0% | -1.6% |
| 30D | -4.3% | +18.6% | -22.9% | -5.3% |
| 3M | +0.7% | +12.5% | -11.7% | -0.2% |
| 6M | +36.0% | +41.9% | -5.8% | +32.1% |
| YTD | +22.7% | +117.8% | -95.0% | +15.5% |
| 1Y | +34.1% | +145.3% | -111.2% | +25.2% |
| 3Y | -13.6% | -2.8% | -10.8% | -16.5% |
| 5Y | -26.0% | +93.4% | -119.4% | -25.4% |
| All | -26.0% | +94.7% | -120.6% | -25.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling