+433.9%
BTSG vs PTEN
+34.5%
+399.4%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.5% |
| 7D | -3.3% | +3.5% | -6.8% | -3.7% |
| 30D | -1.6% | +17.5% | -19.1% | -3.4% |
| 3M | -6.9% | +12.7% | -19.6% | -8.4% |
| 6M | +42.1% | +33.1% | +9.0% | +34.0% |
| YTD | +56.8% | +116.4% | -59.6% | +34.1% |
| 1Y | +109.8% | +141.2% | -31.3% | +74.5% |
| All | +433.9% | +34.5% | +399.4% | +374.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling