+1,008.9%
BE vs PTEN
-4.5%
+1,013.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +1.9% | +7.7% | +9.0% |
| 7D | +29.8% | -1.0% | +30.8% | +30.0% |
| 30D | +26.4% | +29.3% | -2.9% | +15.3% |
| 3M | +9.3% | +7.2% | +2.1% | +4.6% |
| 6M | +105.1% | +43.5% | +61.5% | +75.1% |
| YTD | +219.0% | +113.2% | +105.8% | +138.6% |
| 1Y | +418.8% | +135.1% | +283.7% | +274.0% |
| 3Y | +1,784.6% | -4.8% | +1,789.4% | +1,648.7% |
| 5Y | +1,251.0% | +94.6% | +1,156.4% | +834.0% |
| All | +1,008.9% | -4.5% | +1,013.3% | +482.2% |
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 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