+27,370.4%
BN vs PTEN
+1,656.8%
+25,713.7%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.8% | -4.4% | -2.0% |
| 7D | -1.0% | +10.6% | -11.6% | -2.5% |
| 30D | +14.0% | -4.9% | +18.9% | +14.2% |
| 3M | -9.0% | +1.4% | -10.5% | -10.1% |
| 6M | -8.8% | -7.0% | -1.8% | -9.5% |
| YTD | -10.3% | +84.8% | -95.0% | -20.8% |
| 1Y | -5.8% | +95.7% | -101.5% | -17.7% |
| 3Y | +94.8% | +2.0% | +92.8% | +83.7% |
| 5Y | +31.5% | +48.0% | -16.5% | +12.8% |
| 10Y | +291.9% | -38.3% | +330.3% | +223.5% |
| All | +27,370.4% | +1,656.8% | +25,713.7% | +18,559.6% |
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