+87.7%
BEN vs PTEN
+2.7%
+84.9%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.8% | -2.4% | +0.1% |
| 7D | +6.8% | +10.6% | -3.8% | +5.3% |
| 30D | +18.0% | -4.9% | +22.9% | +18.2% |
| 3M | +7.5% | +1.4% | +6.0% | +6.2% |
| 6M | +14.7% | -7.0% | +21.7% | +14.4% |
| YTD | +56.1% | +84.8% | -28.7% | +31.8% |
| 1Y | +69.6% | +95.7% | -26.1% | +41.0% |
| 3Y | +87.7% | +2.0% | +85.7% | +71.9% |
| All | +87.7% | +2.7% | +84.9% | +71.9% |
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