-69.4%
BTDR vs PTEN
+79.8%
-149.2%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -9.4% | +3.7% | -6.9% |
| 7D | -17.6% | -15.5% | -2.1% | -19.3% |
| 30D | -40.3% | -7.8% | -32.5% | -40.5% |
| 3M | -42.6% | +6.4% | -49.0% | -40.6% |
| 6M | -46.3% | -11.9% | -34.4% | -45.2% |
| YTD | -41.7% | +79.4% | -121.1% | -54.9% |
| 1Y | -69.4% | +84.9% | -154.3% | -76.7% |
| All | -69.4% | +79.8% | -149.2% | -76.7% |
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