+12.5%
WULF vs PTEN
+43.1%
-30.6%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.2% | -5.5% | -5.8% |
| 7D | -0.6% | +2.8% | -3.3% | 0.0% |
| 30D | -3.6% | +17.6% | -21.2% | -0.8% |
| 3M | -30.4% | +8.2% | -38.6% | -33.1% |
| 6M | +12.5% | +38.1% | -25.6% | +23.8% |
| All | +12.5% | +43.1% | -30.6% | +23.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling