+1,654.8%
WULF vs PTEN
+2,243.9%
-589.2%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.2% | -5.5% | -5.8% |
| 7D | -0.6% | +2.8% | -3.3% | -0.8% |
| 30D | -3.6% | +17.6% | -21.2% | -5.0% |
| 3M | -30.4% | +8.2% | -38.6% | -31.1% |
| 6M | +12.5% | +38.1% | -25.6% | +8.3% |
| YTD | +40.5% | +117.3% | -76.8% | +30.0% |
| 1Y | +53.0% | +146.1% | -93.1% | +39.5% |
| 3Y | +796.7% | -3.0% | +799.7% | +775.3% |
| 5Y | -30.9% | +93.5% | -124.3% | -35.5% |
| 10Y | +76.1% | -16.8% | +92.9% | +62.5% |
| All | +1,654.8% | +2,243.9% | -589.2% | +1,213.1% |
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