+34.0%
BN vs PTEN
+49.0%
-15.0%
-40.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.8% | -4.4% | -2.1% |
| 7D | -1.0% | +10.6% | -11.6% | -2.7% |
| 30D | +14.0% | -4.9% | +18.9% | +14.1% |
| 3M | -9.0% | +1.4% | -10.5% | -10.5% |
| 6M | -8.8% | -7.0% | -1.8% | -9.6% |
| YTD | -10.3% | +84.8% | -95.0% | -25.1% |
| 1Y | -5.8% | +95.7% | -101.5% | -22.6% |
| 3Y | +94.8% | +2.0% | +92.8% | +76.5% |
| All | +34.0% | +49.0% | -15.0% | +11.0% |
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