+39.4%
BP vs PTEN
+144.8%
-105.4%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +1.0% |
| 7D | +5.7% | +2.8% | +2.9% | +4.7% |
| 30D | +8.1% | +17.6% | -9.5% | +1.5% |
| 3M | +8.6% | +8.2% | +0.4% | +4.2% |
| 6M | +18.1% | +38.1% | -20.0% | +3.5% |
| YTD | +37.6% | +117.3% | -79.7% | +4.6% |
| 1Y | +39.4% | +146.1% | -106.7% | +2.0% |
| All | +39.4% | +144.8% | -105.4% | +2.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling