+45.0%
BBY vs PTEN
-3.7%
+48.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.4% | +3.5% | +3.1% |
| 7D | +0.6% | +3.5% | -2.9% | -0.1% |
| 30D | +9.4% | +17.5% | -8.1% | +5.9% |
| 3M | +19.3% | +12.7% | +6.6% | +15.9% |
| 6M | +47.9% | +33.1% | +14.8% | +35.1% |
| YTD | +39.6% | +116.4% | -76.9% | +10.3% |
| 1Y | +22.2% | +141.2% | -119.0% | -7.5% |
| 3Y | +45.0% | -3.8% | +48.8% | +26.7% |
| All | +45.0% | -3.7% | +48.7% | +26.7% |
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 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