-7.8%
BRO vs PTEN
-3.7%
-4.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.2% |
| 7D | -7.3% | +3.5% | -10.8% | -7.4% |
| 30D | -6.9% | +17.5% | -24.4% | -7.2% |
| 3M | +10.7% | +12.7% | -2.1% | +10.6% |
| 6M | -2.7% | +33.1% | -35.8% | -3.7% |
| YTD | -16.3% | +116.4% | -132.8% | -19.2% |
| 1Y | -29.1% | +141.2% | -170.3% | -32.1% |
| 3Y | -7.8% | -3.8% | -4.0% | -8.2% |
| All | -7.8% | -3.7% | -4.1% | -8.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling