-32.7%
BR vs PTEN
+148.3%
-181.0%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.3% |
| 7D | -3.0% | +3.5% | -6.4% | -2.8% |
| 30D | -0.3% | +17.5% | -17.8% | +0.4% |
| 3M | +17.3% | +12.7% | +4.6% | +18.5% |
| 6M | -6.7% | +33.1% | -39.8% | -5.1% |
| YTD | -23.4% | +116.4% | -139.9% | -21.1% |
| 1Y | -32.7% | +141.2% | -173.8% | -30.9% |
| All | -32.7% | +148.3% | -181.0% | -30.9% |
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