+25.1%
BROS vs PTEN
+77.3%
-52.2%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.9% | -3.4% | -1.8% |
| 7D | -0.9% | -1.0% | +0.1% | -0.7% |
| 30D | -13.5% | +29.3% | -42.7% | -17.7% |
| 3M | -18.4% | +7.2% | -25.7% | -20.3% |
| 6M | -10.6% | +43.5% | -54.1% | -19.5% |
| YTD | -25.1% | +113.2% | -138.3% | -38.9% |
| 1Y | -28.6% | +135.1% | -163.7% | -43.8% |
| 3Y | +65.6% | -4.8% | +70.4% | +53.9% |
| All | +25.1% | +77.3% | -52.2% | +20.3% |
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 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