+221.9%
BURL vs PTEN
-38.4%
+260.4%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +2.8% | -6.4% | -4.0% |
| 7D | -1.6% | +10.6% | -12.2% | -3.1% |
| 30D | -7.7% | -4.9% | -2.8% | -7.6% |
| 3M | -31.7% | +1.4% | -33.1% | -32.6% |
| 6M | -15.2% | -7.0% | -8.1% | -15.8% |
| YTD | -15.9% | +84.8% | -100.7% | -26.7% |
| 1Y | -14.2% | +95.7% | -109.9% | -26.0% |
| 3Y | +93.5% | +2.0% | +91.5% | +80.2% |
| 5Y | -9.9% | +48.0% | -57.9% | -25.1% |
| All | +221.9% | -38.4% | +260.4% | +132.1% |
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 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