+50.3%
BP vs PTEN
+2.7%
+47.6%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.8% | -1.9% | -0.1% |
| 7D | +3.8% | +10.6% | -6.8% | +0.3% |
| 30D | -5.3% | -4.9% | -0.4% | -4.1% |
| 3M | +9.3% | +1.4% | +7.8% | +7.9% |
| 6M | +7.2% | -7.0% | +14.2% | +8.1% |
| YTD | +38.0% | +84.8% | -46.7% | +10.9% |
| 1Y | +33.2% | +95.7% | -62.5% | +5.1% |
| 3Y | +50.3% | +2.0% | +48.3% | +36.3% |
| All | +50.3% | +2.7% | +47.6% | +36.3% |
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