+162.9%
BBIO vs PTEN
+30.5%
+132.4%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | 0.0% |
| 7D | -3.2% | +3.5% | -6.7% | -3.8% |
| 30D | -13.6% | +17.5% | -31.1% | -16.4% |
| 3M | +7.2% | +12.7% | -5.5% | +3.7% |
| 6M | +1.5% | +33.1% | -31.6% | -6.2% |
| YTD | -5.3% | +116.4% | -121.7% | -21.3% |
| 1Y | +37.7% | +141.2% | -103.5% | +11.1% |
| 3Y | +153.9% | -3.8% | +157.7% | +138.6% |
| 5Y | +43.9% | +92.7% | -48.8% | +10.2% |
| All | +162.9% | +30.5% | +132.4% | +81.3% |
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