+12,090.1%
BRO vs PTEN
+1,957.8%
+10,132.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.2% |
| 7D | -7.3% | +3.5% | -10.8% | -7.6% |
| 30D | -6.9% | +17.5% | -24.4% | -8.4% |
| 3M | +10.7% | +12.7% | -2.1% | +8.8% |
| 6M | -2.7% | +33.1% | -35.8% | -6.2% |
| YTD | -16.3% | +116.4% | -132.8% | -23.1% |
| 1Y | -29.1% | +141.2% | -170.3% | -35.7% |
| 3Y | -7.8% | -3.8% | -4.0% | -10.8% |
| 5Y | +18.7% | +92.7% | -74.0% | +4.0% |
| 10Y | +291.9% | -17.1% | +309.0% | +231.8% |
| All | +12,090.1% | +1,957.8% | +10,132.3% | +7,986.0% |
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