+48.5%
BB vs PTEN
-3.1%
+51.6%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.1% | -3.7% | -2.0% |
| 7D | +1.8% | -1.7% | +3.5% | +2.2% |
| 30D | -12.2% | +18.6% | -30.8% | -15.5% |
| 3M | -12.3% | +12.5% | -24.8% | -15.2% |
| 6M | +122.7% | +41.9% | +80.8% | +101.6% |
| YTD | +104.5% | +117.8% | -13.3% | +65.0% |
| 1Y | +106.7% | +145.3% | -38.7% | +59.8% |
| All | +48.5% | -3.1% | +51.6% | +35.1% |
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