+117.9%
BTSG vs PTEN
+79.8%
+38.1%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -9.4% | +9.3% | -0.6% |
| 7D | +17.4% | -15.5% | +32.9% | +16.3% |
| 30D | +12.6% | -7.8% | +20.4% | +12.5% |
| 3M | +11.2% | +6.4% | +4.8% | +13.3% |
| 6M | +30.4% | -11.9% | +42.2% | +31.9% |
| YTD | +86.4% | +79.4% | +7.0% | +77.3% |
| 1Y | +117.9% | +84.9% | +33.0% | +105.1% |
| All | +117.9% | +79.8% | +38.1% | +105.1% |
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