+134.0%
BP vs PTEN
-15.3%
+149.3%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +0.9% |
| 7D | +5.7% | +2.8% | +2.9% | +4.8% |
| 30D | +8.1% | +17.6% | -9.5% | +2.4% |
| 3M | +8.6% | +8.2% | +0.4% | +5.1% |
| 6M | +18.1% | +38.1% | -20.0% | +5.2% |
| YTD | +37.6% | +117.3% | -79.7% | +6.1% |
| 1Y | +39.4% | +146.1% | -106.7% | +2.5% |
| 3Y | +40.1% | -3.0% | +43.1% | +30.7% |
| 5Y | +141.3% | +93.5% | +47.9% | +67.7% |
| All | +134.0% | -15.3% | +149.3% | +47.4% |
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