-34.8%
BROS vs PTEN
+135.2%
-170.0%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.0% | +1.8% | +0.6% |
| 7D | -6.7% | +0.7% | -7.4% | -6.5% |
| 30D | -29.1% | +31.2% | -60.3% | -25.4% |
| 3M | -16.7% | +2.0% | -18.7% | -14.2% |
| 6M | -11.6% | +42.4% | -54.0% | -9.5% |
| YTD | -23.9% | +109.2% | -133.1% | -24.3% |
| 1Y | -34.8% | +122.3% | -157.1% | -37.5% |
| All | -34.8% | +135.2% | -170.0% | -37.5% |
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