+15,201.0%
WWD vs PTEN
+2,445.2%
+12,755.8%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.1% | -2.6% | -0.9% |
| 7D | +0.6% | -1.7% | +2.3% | +0.9% |
| 30D | -5.1% | +18.6% | -23.7% | -8.6% |
| 3M | -11.2% | +12.5% | -23.7% | -14.6% |
| 6M | -12.0% | +41.9% | -53.9% | -20.7% |
| YTD | +12.0% | +117.8% | -105.8% | -8.0% |
| 1Y | +42.8% | +145.3% | -102.5% | +13.8% |
| 3Y | +168.9% | -2.8% | +171.8% | +150.0% |
| 5Y | +192.2% | +93.4% | +98.8% | +118.4% |
| 10Y | +495.3% | -16.6% | +511.8% | +331.5% |
| All | +15,201.0% | +2,445.2% | +12,755.8% | +9,023.8% |
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