+12,674.7%
BLK vs PTEN
+155.0%
+12,519.7%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -0.9% |
| 7D | -5.2% | +2.8% | -8.0% | -5.7% |
| 30D | -7.0% | +17.6% | -24.6% | -10.0% |
| 3M | +5.7% | +8.2% | -2.5% | +3.0% |
| 6M | +11.0% | +38.1% | -27.1% | +2.2% |
| YTD | +0.9% | +117.3% | -116.4% | -15.1% |
| 1Y | -1.6% | +146.1% | -147.7% | -19.7% |
| 3Y | +64.5% | -3.0% | +67.5% | +54.4% |
| 5Y | +30.9% | +93.5% | -62.6% | +1.1% |
| 10Y | +275.1% | -16.8% | +291.9% | +176.3% |
| All | +12,674.7% | +155.0% | +12,519.7% | +7,033.1% |
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