+94.9%
BNS vs PTEN
+87.9%
+7.0%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.0% | +0.7% |
| 7D | -0.4% | +3.5% | -3.9% | -0.7% |
| 30D | +3.5% | +17.5% | -14.1% | +1.8% |
| 3M | +14.1% | +12.7% | +1.3% | +12.3% |
| 6M | +33.8% | +33.1% | +0.7% | +28.5% |
| YTD | +29.5% | +116.4% | -87.0% | +17.1% |
| 1Y | +48.4% | +141.2% | -92.8% | +31.8% |
| 3Y | +129.6% | -3.8% | +133.4% | +124.3% |
| All | +94.9% | +87.9% | +7.0% | +68.9% |
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