+300.1%
BB vs PTEN
+947.8%
-647.6%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | +0.3% |
| 7D | -5.6% | +0.7% | -6.4% | -5.9% |
| 30D | -11.8% | +31.2% | -43.0% | -17.9% |
| 3M | -25.5% | +2.0% | -27.6% | -26.6% |
| 6M | +121.3% | +42.4% | +78.9% | +98.5% |
| YTD | +103.2% | +109.2% | -6.0% | +64.8% |
| 1Y | +102.6% | +122.3% | -19.7% | +60.5% |
| 3Y | +37.5% | -5.6% | +43.1% | +28.7% |
| 5Y | -30.4% | +86.5% | -116.9% | -49.2% |
| 10Y | 0.0% | -22.1% | +22.1% | -28.2% |
| All | +300.1% | +947.8% | -647.6% | +69.7% |
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