+12.5%
BND vs PTEN
-3.7%
+16.2%
-4.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | -0.1% |
| 7D | -1.0% | +3.5% | -4.5% | -1.0% |
| 30D | -1.1% | +17.5% | -18.7% | -1.0% |
| 3M | -1.9% | +12.7% | -14.6% | -1.7% |
| 6M | -1.6% | +33.1% | -34.7% | -1.5% |
| YTD | -1.2% | +116.4% | -117.7% | -1.1% |
| 1Y | -0.7% | +141.2% | -141.9% | -0.7% |
| 3Y | +12.5% | -3.8% | +16.3% | +13.6% |
| All | +12.5% | -3.7% | +16.2% | +13.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling