+8,782.5%
WST vs PTEN
+1,889.0%
+6,893.6%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.0% | +0.2% | -0.7% |
| 7D | +0.7% | +0.7% | 0.0% | +0.7% |
| 30D | -3.1% | +31.2% | -34.4% | -5.2% |
| 3M | +7.2% | +2.0% | +5.2% | +6.6% |
| 6M | +36.8% | +42.4% | -5.6% | +32.3% |
| YTD | +23.8% | +109.2% | -85.3% | +16.2% |
| 1Y | +37.8% | +122.3% | -84.5% | +28.5% |
| 3Y | -15.9% | -5.6% | -10.3% | -18.0% |
| 5Y | -25.8% | +86.5% | -112.3% | -33.0% |
| 10Y | +319.6% | -22.1% | +341.7% | +268.7% |
| All | +8,782.5% | +1,889.0% | +6,893.6% | +6,980.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling