+86.6%
BURL vs PTEN
-13.8%
+100.3%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -1.6% |
| 7D | +4.1% | -25.5% | +29.6% | +7.1% |
| 30D | -9.5% | -11.7% | +2.2% | -8.8% |
| 3M | -33.5% | -0.5% | -33.0% | -34.5% |
| 6M | -22.1% | -12.9% | -9.2% | -22.3% |
| YTD | -14.6% | +67.1% | -81.7% | -26.9% |
| 1Y | -8.4% | +70.5% | -78.9% | -22.1% |
| 3Y | +86.6% | -10.4% | +97.0% | +82.5% |
| All | +86.6% | -13.8% | +100.3% | +82.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling