+187.0%
BR vs PTEN
-15.6%
+202.7%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.3% |
| 7D | -3.0% | +3.5% | -6.4% | -3.3% |
| 30D | -0.3% | +17.5% | -17.8% | -1.7% |
| 3M | +17.3% | +12.7% | +4.6% | +15.6% |
| 6M | -6.7% | +33.1% | -39.8% | -9.7% |
| YTD | -23.4% | +116.4% | -139.9% | -29.3% |
| 1Y | -32.7% | +141.2% | -173.8% | -38.6% |
| 3Y | -5.9% | -3.8% | -2.1% | -8.6% |
| 5Y | +8.4% | +92.7% | -84.3% | -4.0% |
| All | +187.0% | -15.6% | +202.7% | +132.1% |
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 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