+289.9%
BNY vs PTEN
-3.7%
+293.6%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.1% |
| 7D | -1.3% | +3.5% | -4.8% | -1.8% |
| 30D | -0.2% | +17.5% | -17.7% | -2.6% |
| 3M | +14.9% | +12.7% | +2.2% | +12.4% |
| 6M | +40.0% | +33.1% | +6.9% | +32.0% |
| YTD | +42.0% | +116.4% | -74.5% | +22.4% |
| 1Y | +56.9% | +141.2% | -84.3% | +31.6% |
| 3Y | +289.9% | -3.8% | +293.7% | +261.1% |
| All | +289.9% | -3.7% | +293.6% | +261.1% |
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