+149.5%
BRKR vs PTEN
-15.6%
+165.1%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.1% | -0.2% |
| 7D | -8.7% | +3.5% | -12.1% | -9.1% |
| 30D | -9.9% | +17.5% | -27.4% | -11.7% |
| 3M | -3.1% | +12.7% | -15.8% | -5.0% |
| 6M | +45.5% | +33.1% | +12.4% | +38.1% |
| YTD | +13.7% | +116.4% | -102.8% | +0.7% |
| 1Y | +67.4% | +141.2% | -73.7% | +45.6% |
| 3Y | -13.2% | -3.8% | -9.4% | -17.2% |
| 5Y | -39.5% | +92.7% | -132.2% | -49.1% |
| All | +149.5% | -15.6% | +165.1% | +99.3% |
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 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