+33.5%
BN vs PTEN
+89.3%
-55.8%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -1.0% | -1.2% |
| 7D | -5.9% | +2.8% | -8.7% | -6.4% |
| 30D | -15.1% | +17.6% | -32.6% | -17.8% |
| 3M | -14.6% | +8.2% | -22.7% | -16.6% |
| 6M | -8.4% | +38.1% | -46.5% | -16.2% |
| YTD | -16.8% | +117.3% | -134.1% | -31.7% |
| 1Y | -14.4% | +146.1% | -160.5% | -32.3% |
| 3Y | +70.1% | -3.0% | +73.1% | +57.2% |
| 5Y | +33.5% | +93.5% | -59.9% | +6.2% |
| All | +33.5% | +89.3% | -55.8% | +6.2% |
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