+10.3%
BLDR vs PTEN
+89.3%
-79.0%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.2% | -3.7% | -3.9% |
| 7D | -8.1% | +2.8% | -10.9% | -8.5% |
| 30D | -21.5% | +17.6% | -39.0% | -23.7% |
| 3M | -21.0% | +8.2% | -29.1% | -22.7% |
| 6M | -37.1% | +38.1% | -75.2% | -42.5% |
| YTD | -42.7% | +117.3% | -160.0% | -52.9% |
| 1Y | -58.0% | +146.1% | -204.0% | -66.6% |
| 3Y | -57.8% | -3.0% | -54.8% | -61.0% |
| 5Y | +10.3% | +93.5% | -83.2% | -14.9% |
| All | +10.3% | +89.3% | -79.0% | -14.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling