+476.4%
BHP vs PTEN
-15.6%
+492.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.1% |
| 7D | -3.6% | +3.5% | -7.1% | -4.3% |
| 30D | -1.2% | +17.5% | -18.7% | -4.8% |
| 3M | +1.2% | +12.7% | -11.5% | -2.4% |
| 6M | +21.4% | +33.1% | -11.7% | +11.0% |
| YTD | +50.4% | +116.4% | -66.0% | +22.5% |
| 1Y | +67.5% | +141.2% | -73.7% | +32.0% |
| 3Y | +72.8% | -3.8% | +76.6% | +60.9% |
| 5Y | +112.6% | +92.7% | +19.9% | +57.2% |
| All | +476.4% | -15.6% | +492.1% | +305.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling