+482.1%
WWD vs PTEN
-15.6%
+497.7%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.7% | +1.4% |
| 7D | -2.6% | +3.5% | -6.1% | -3.3% |
| 30D | -6.9% | +17.5% | -24.5% | -10.4% |
| 3M | -13.0% | +12.7% | -25.8% | -16.5% |
| 6M | -12.5% | +33.1% | -45.5% | -20.8% |
| YTD | +11.8% | +116.4% | -104.6% | -10.4% |
| 1Y | +41.1% | +141.2% | -100.1% | +9.3% |
| 3Y | +163.1% | -3.8% | +166.9% | +142.9% |
| 5Y | +187.6% | +92.7% | +94.9% | +101.2% |
| All | +482.1% | -15.6% | +497.7% | +223.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling