+14,847.5%
WWD vs PTEN
+2,059.3%
+12,788.2%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.8% | -3.4% | -1.2% |
| 7D | +4.0% | +10.6% | -6.6% | +1.8% |
| 30D | +0.4% | -4.9% | +5.3% | +0.9% |
| 3M | -7.9% | +1.4% | -9.4% | -9.0% |
| 6M | -10.6% | -7.0% | -3.6% | -11.4% |
| YTD | +9.4% | +84.8% | -75.4% | -7.7% |
| 1Y | +25.7% | +95.7% | -69.9% | +4.7% |
| 3Y | +148.5% | +2.0% | +146.6% | +127.6% |
| 5Y | +189.5% | +48.0% | +141.5% | +128.6% |
| 10Y | +451.8% | -38.3% | +490.1% | +323.2% |
| All | +14,847.5% | +2,059.3% | +12,788.2% | +9,056.5% |
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