+258.5%
BN vs PTEN
-15.6%
+274.1%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.5% |
| 7D | -5.2% | +3.5% | -8.6% | -5.8% |
| 30D | -14.5% | +17.5% | -32.0% | -17.2% |
| 3M | -15.0% | +12.7% | -27.7% | -17.7% |
| 6M | -5.4% | +33.1% | -38.5% | -12.3% |
| YTD | -16.4% | +116.4% | -132.9% | -30.0% |
| 1Y | -16.2% | +141.2% | -157.4% | -31.8% |
| 3Y | +67.5% | -3.8% | +71.3% | +57.7% |
| 5Y | +34.1% | +92.7% | -58.6% | +5.7% |
| All | +258.5% | -15.6% | +274.1% | +140.8% |
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 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