+1.3%
BBY vs PTEN
+87.9%
-86.6%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.4% | +3.5% | +3.1% |
| 7D | +0.6% | +3.5% | -2.9% | 0.0% |
| 30D | +9.4% | +17.5% | -8.1% | +6.3% |
| 3M | +19.3% | +12.7% | +6.6% | +16.1% |
| 6M | +47.9% | +33.1% | +14.8% | +37.6% |
| YTD | +39.6% | +116.4% | -76.9% | +17.2% |
| 1Y | +22.2% | +141.2% | -119.0% | -0.2% |
| 3Y | +45.0% | -3.8% | +48.8% | +33.4% |
| All | +1.3% | +87.9% | -86.6% | -14.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling