+327.3%
WY vs PTEN
+1,970.6%
-1,643.3%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.1% | -2.6% | -0.8% |
| 7D | -1.7% | -1.7% | 0.0% | -1.4% |
| 30D | -9.9% | +18.6% | -28.4% | -12.6% |
| 3M | -7.5% | +12.5% | -20.0% | -10.2% |
| 6M | -5.1% | +41.9% | -47.0% | -12.4% |
| YTD | -2.1% | +117.8% | -119.9% | -16.3% |
| 1Y | -7.3% | +145.3% | -152.7% | -22.9% |
| 3Y | -22.6% | -2.8% | -19.8% | -27.0% |
| 5Y | -19.8% | +93.4% | -113.2% | -36.5% |
| 10Y | +9.6% | -16.6% | +26.1% | -16.5% |
| All | +327.3% | +1,970.6% | -1,643.3% | +150.9% |
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 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