+233.9%
BURL vs PTEN
-40.1%
+274.0%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.4% | -4.1% | -2.1% |
| 7D | +0.4% | +7.2% | -6.8% | -0.6% |
| 30D | -4.3% | -7.4% | +3.0% | -3.7% |
| 3M | -28.8% | -2.4% | -26.4% | -29.3% |
| 6M | -12.8% | -10.0% | -2.8% | -13.0% |
| YTD | -12.8% | +79.7% | -92.5% | -23.6% |
| 1Y | -12.3% | +86.5% | -98.8% | -23.7% |
| 3Y | +92.7% | -1.4% | +94.1% | +80.4% |
| 5Y | -6.5% | +43.9% | -50.5% | -22.0% |
| All | +233.9% | -40.1% | +274.0% | +141.8% |
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