-24.3%
WY vs PTEN
-3.7%
-20.6%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.4% |
| 7D | -4.2% | +3.5% | -7.6% | -4.5% |
| 30D | -10.1% | +17.5% | -27.6% | -11.7% |
| 3M | -8.5% | +12.7% | -21.2% | -9.9% |
| 6M | -3.3% | +33.1% | -36.4% | -8.0% |
| YTD | -4.4% | +116.4% | -120.8% | -16.6% |
| 1Y | -11.5% | +141.2% | -152.7% | -24.9% |
| 3Y | -24.3% | -3.8% | -20.5% | -27.8% |
| All | -24.3% | -3.7% | -20.6% | -27.8% |
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 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