+71.4%
BTI vs PTEN
-15.6%
+87.1%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +0.7% |
| 7D | -0.2% | +3.5% | -3.7% | -0.5% |
| 30D | -1.1% | +17.5% | -18.6% | -2.3% |
| 3M | -8.8% | +12.7% | -21.5% | -9.9% |
| 6M | -4.0% | +33.1% | -37.0% | -6.7% |
| YTD | +0.4% | +116.4% | -116.1% | -6.3% |
| 1Y | +1.9% | +141.2% | -139.2% | -5.9% |
| 3Y | +108.5% | -3.8% | +112.3% | +104.0% |
| 5Y | +118.5% | +92.7% | +25.8% | +96.2% |
| All | +71.4% | -15.6% | +87.1% | +43.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling