+4,591.8%
BTI vs PTEN
+1,970.6%
+2,621.1%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.1% | -3.6% | -1.7% |
| 7D | -2.4% | -1.7% | -0.8% | -2.3% |
| 30D | -4.8% | +18.6% | -23.4% | -6.1% |
| 3M | -8.1% | +12.5% | -20.6% | -9.3% |
| 6M | -4.2% | +41.9% | -46.0% | -7.5% |
| YTD | -1.3% | +117.8% | -119.1% | -8.1% |
| 1Y | +2.1% | +145.3% | -143.2% | -6.1% |
| 3Y | +108.9% | -2.8% | +111.7% | +103.0% |
| 5Y | +114.5% | +93.4% | +21.1% | +92.0% |
| 10Y | +72.2% | -16.6% | +88.8% | +49.7% |
| All | +4,591.8% | +1,970.6% | +2,621.1% | +3,262.5% |
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 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