+39.8%
BKNG vs PTEN
-3.4%
+43.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.8% | +0.5% |
| 7D | -10.7% | +2.8% | -13.4% | -10.7% |
| 30D | -18.1% | +17.6% | -35.7% | -18.4% |
| 3M | +8.5% | +8.2% | +0.3% | +8.9% |
| 6M | -0.1% | +38.1% | -38.2% | -2.4% |
| YTD | -18.2% | +117.3% | -135.5% | -24.4% |
| 1Y | -19.9% | +146.1% | -166.0% | -27.5% |
| All | +39.8% | -3.4% | +43.2% | +32.8% |
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