-3.5%
BRO vs PTEN
+71.6%
-75.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -6.6% | +7.2% | +0.1% |
| 7D | +9.9% | -21.6% | +31.5% | +7.7% |
| 30D | +22.3% | -12.8% | +35.1% | +20.8% |
| 3M | +5.3% | +5.1% | +0.2% | +5.1% |
| 6M | +30.3% | -18.5% | +48.8% | +31.1% |
| YTD | -5.7% | +67.6% | -73.3% | -7.3% |
| 1Y | -3.5% | +71.1% | -74.5% | -5.3% |
| All | -3.5% | +71.6% | -75.1% | -5.3% |
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 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