+309.8%
BE vs PTEN
+148.3%
+161.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -0.4% | +7.1% | +6.7% |
| 7D | +9.0% | +3.5% | +5.6% | +8.4% |
| 30D | +16.3% | +17.5% | -1.3% | +12.1% |
| 3M | +10.8% | +12.7% | -1.9% | +7.9% |
| 6M | +73.2% | +33.1% | +40.1% | +52.7% |
| YTD | +217.4% | +116.4% | +100.9% | +110.4% |
| 1Y | +309.8% | +141.2% | +168.6% | +160.4% |
| All | +309.8% | +148.3% | +161.5% | +160.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling