+1,683.3%
BE vs PTEN
-3.1%
+1,686.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +2.1% | -5.0% | -3.5% |
| 7D | +23.9% | -1.7% | +25.6% | +24.4% |
| 30D | +27.8% | +18.6% | +9.3% | +20.4% |
| 3M | +3.7% | +12.5% | -8.7% | -1.9% |
| 6M | +78.0% | +41.9% | +36.1% | +50.4% |
| YTD | +209.9% | +117.8% | +92.1% | +119.8% |
| 1Y | +389.6% | +145.3% | +244.3% | +230.0% |
| All | +1,683.3% | -3.1% | +1,686.4% | +1,543.7% |
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