+1,141.2%
BR vs PTEN
-20.2%
+1,161.4%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.9% | -4.4% | -2.7% |
| 7D | -5.9% | -1.0% | -4.9% | -5.9% |
| 30D | +1.9% | +29.3% | -27.4% | -1.9% |
| 3M | +14.7% | +7.2% | +7.4% | +12.6% |
| 6M | -12.8% | +43.5% | -56.3% | -18.4% |
| YTD | -23.0% | +113.2% | -136.3% | -32.3% |
| 1Y | -31.7% | +135.1% | -166.7% | -41.1% |
| 3Y | -4.8% | -4.8% | +0.1% | -9.1% |
| 5Y | +7.8% | +94.6% | -86.8% | -13.2% |
| 10Y | +184.1% | -24.2% | +208.3% | +120.9% |
| All | +1,141.2% | -20.2% | +1,161.4% | +599.3% |
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 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