+152.8%
BB vs PTEN
+2.7%
+150.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.8% | -5.2% | -3.0% |
| 7D | +1.8% | +10.6% | -8.8% | -0.2% |
| 30D | +8.1% | -4.9% | +13.1% | +8.6% |
| 3M | -1.0% | +1.4% | -2.4% | -2.4% |
| 6M | +45.9% | -7.0% | +52.9% | +45.8% |
| YTD | +134.8% | +84.8% | +50.1% | +93.6% |
| 1Y | +104.6% | +95.7% | +8.9% | +65.4% |
| 3Y | +152.8% | +2.0% | +150.9% | +141.9% |
| All | +152.8% | +2.7% | +150.1% | +141.9% |
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 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