+182.3%
WWD vs PTEN
+87.9%
+94.5%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.7% | +1.4% |
| 7D | -2.6% | +3.5% | -6.1% | -3.1% |
| 30D | -6.9% | +17.5% | -24.5% | -9.1% |
| 3M | -13.0% | +12.7% | -25.8% | -15.0% |
| 6M | -12.5% | +33.1% | -45.5% | -18.1% |
| YTD | +11.8% | +116.4% | -104.6% | -4.7% |
| 1Y | +41.1% | +141.2% | -100.1% | +17.3% |
| 3Y | +163.1% | -3.8% | +166.9% | +146.2% |
| All | +182.3% | +87.9% | +94.5% | +123.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling