+0.4%
WST vs PTEN
+33.9%
-33.5%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.7% | -3.6% | -0.2% |
| 7D | +1.1% | -2.2% | +3.2% | +1.2% |
| 30D | +12.4% | -8.0% | +20.4% | +12.9% |
| 3M | +17.6% | -5.0% | +22.6% | +17.7% |
| 6M | +28.3% | -10.6% | +38.9% | +28.6% |
| YTD | +50.5% | +75.5% | -25.0% | +42.2% |
| 1Y | +49.4% | +70.2% | -20.8% | +41.4% |
| 3Y | +21.9% | -3.7% | +25.6% | +17.4% |
| 5Y | +0.4% | +34.9% | -34.6% | -3.9% |
| All | +0.4% | +33.9% | -33.5% | -3.9% |
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