+102.6%
BB vs PTEN
+135.2%
-32.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | +0.1% |
| 7D | -5.6% | +0.7% | -6.4% | -5.7% |
| 30D | -11.8% | +31.2% | -43.0% | -13.7% |
| 3M | -25.5% | +2.0% | -27.6% | -26.1% |
| 6M | +121.3% | +42.4% | +78.9% | +113.0% |
| YTD | +103.2% | +109.2% | -6.0% | +87.5% |
| 1Y | +102.6% | +122.3% | -19.7% | +84.9% |
| All | +102.6% | +135.2% | -32.6% | +84.9% |
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 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