+26,878.4%
BN vs PTEN
+1,889.0%
+24,989.4%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.8% | -0.1% |
| 7D | -2.5% | +0.7% | -3.2% | -2.6% |
| 30D | -9.5% | +31.2% | -40.7% | -13.5% |
| 3M | -10.4% | +2.0% | -12.4% | -11.5% |
| 6M | -6.4% | +42.4% | -48.8% | -12.9% |
| YTD | -11.9% | +109.2% | -121.1% | -23.1% |
| 1Y | -8.6% | +122.3% | -130.9% | -21.4% |
| 3Y | +77.6% | -5.6% | +83.1% | +70.3% |
| 5Y | +37.0% | +86.5% | -49.5% | +14.0% |
| 10Y | +266.4% | -22.1% | +288.5% | +194.0% |
| All | +26,878.4% | +1,889.0% | +24,989.4% | +18,016.8% |
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 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