+209.9%
BKNG vs PTEN
-15.3%
+225.2%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.8% | +0.6% |
| 7D | -10.7% | +2.8% | -13.4% | -11.1% |
| 30D | -18.1% | +17.6% | -35.7% | -20.3% |
| 3M | +8.5% | +8.2% | +0.3% | +6.0% |
| 6M | -0.1% | +38.1% | -38.2% | -7.3% |
| YTD | -18.2% | +117.3% | -135.5% | -30.2% |
| 1Y | -19.9% | +146.1% | -166.0% | -33.6% |
| 3Y | +41.6% | -3.0% | +44.6% | +33.3% |
| 5Y | +93.1% | +93.5% | -0.3% | +50.5% |
| All | +209.9% | -15.3% | +225.2% | +101.6% |
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