+365.3%
BLDR vs PTEN
-34.1%
+399.5%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.9% | -6.8% | -5.6% |
| 7D | -0.3% | -1.0% | +0.7% | -0.1% |
| 30D | -16.2% | +29.3% | -45.5% | -24.3% |
| 3M | -14.4% | +7.2% | -21.6% | -19.3% |
| 6M | -32.8% | +43.5% | -76.3% | -44.6% |
| YTD | -39.2% | +113.2% | -152.4% | -57.0% |
| 1Y | -57.7% | +135.1% | -192.8% | -71.5% |
| 3Y | -55.3% | -4.8% | -50.4% | -60.8% |
| 5Y | +15.6% | +94.6% | -79.0% | -34.2% |
| 10Y | +359.8% | -24.2% | +384.0% | +150.7% |
| All | +365.3% | -34.1% | +399.5% | +74.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling