+159.5%
WWD vs PTEN
-3.4%
+162.9%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.2% | -1.4% |
| 7D | -2.9% | +2.8% | -5.6% | -3.2% |
| 30D | -6.6% | +17.6% | -24.2% | -8.4% |
| 3M | -9.3% | +8.2% | -17.5% | -10.3% |
| 6M | -13.6% | +38.1% | -51.7% | -19.6% |
| YTD | +10.4% | +117.3% | -106.9% | -7.3% |
| 1Y | +39.9% | +146.1% | -106.2% | +13.7% |
| All | +159.5% | -3.4% | +162.9% | +135.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling