-16.2%
BN vs PTEN
+148.3%
-164.6%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.4% |
| 7D | -5.2% | +3.5% | -8.6% | -5.0% |
| 30D | -14.5% | +17.5% | -32.0% | -13.6% |
| 3M | -15.0% | +12.7% | -27.7% | -14.1% |
| 6M | -5.4% | +33.1% | -38.5% | -5.0% |
| YTD | -16.4% | +116.4% | -132.9% | -20.7% |
| 1Y | -16.2% | +141.2% | -157.4% | -22.5% |
| All | -16.2% | +148.3% | -164.6% | -22.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling