+406.7%
BNY vs PTEN
-15.6%
+422.3%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.1% |
| 7D | -1.3% | +3.5% | -4.8% | -1.9% |
| 30D | -0.2% | +17.5% | -17.7% | -3.2% |
| 3M | +14.9% | +12.7% | +2.2% | +11.6% |
| 6M | +40.0% | +33.1% | +6.9% | +30.8% |
| YTD | +42.0% | +116.4% | -74.5% | +21.0% |
| 1Y | +56.9% | +141.2% | -84.3% | +30.2% |
| 3Y | +289.9% | -3.8% | +293.7% | +269.1% |
| 5Y | +259.2% | +92.7% | +166.5% | +181.9% |
| All | +406.7% | -15.6% | +422.3% | +265.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling