-0.2%
WY vs PTEN
+79.8%
-80.0%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -9.4% | +15.0% | +4.5% |
| 7D | +13.3% | -15.5% | +28.8% | +11.4% |
| 30D | +17.6% | -7.8% | +25.4% | +16.6% |
| 3M | -15.0% | +6.4% | -21.4% | -14.5% |
| 6M | -5.9% | -11.9% | +6.0% | -6.5% |
| YTD | -5.7% | +79.4% | -85.1% | -9.0% |
| 1Y | -0.2% | +84.9% | -85.1% | -4.6% |
| All | -0.2% | +79.8% | -80.0% | -4.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling