+52.3%
BEN vs PTEN
-3.7%
+56.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | 0.0% |
| 7D | -3.1% | +3.5% | -6.6% | -3.6% |
| 30D | +0.2% | +17.5% | -17.4% | -2.4% |
| 3M | +6.8% | +12.7% | -5.9% | +4.4% |
| 6M | +38.1% | +33.1% | +5.0% | +29.2% |
| YTD | +44.3% | +116.4% | -72.1% | +20.6% |
| 1Y | +42.6% | +141.2% | -98.6% | +15.1% |
| 3Y | +52.3% | -3.8% | +56.1% | +36.0% |
| All | +52.3% | -3.7% | +56.0% | +36.0% |
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