+1,181.7%
BP vs PTEN
+1,970.6%
-788.9%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.1% | -0.4% | +1.2% |
| 7D | +4.0% | -1.7% | +5.7% | +4.4% |
| 30D | +7.8% | +18.6% | -10.8% | +3.0% |
| 3M | +8.4% | +12.5% | -4.1% | +4.5% |
| 6M | +15.1% | +41.9% | -26.8% | +4.1% |
| YTD | +36.4% | +117.8% | -81.4% | +10.4% |
| 1Y | +40.9% | +145.3% | -104.4% | +10.0% |
| 3Y | +38.8% | -2.8% | +41.7% | +31.8% |
| 5Y | +141.1% | +93.4% | +47.7% | +82.1% |
| 10Y | +133.9% | -16.6% | +150.5% | +76.4% |
| All | +1,181.7% | +1,970.6% | -788.9% | +472.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling