-10.7%
BURL vs PTEN
+90.4%
-101.1%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.0% | +3.7% | +2.8% |
| 7D | -2.8% | +0.7% | -3.5% | -3.0% |
| 30D | -28.2% | +31.2% | -59.4% | -31.3% |
| 3M | -17.6% | +2.0% | -19.6% | -18.5% |
| 6M | -11.8% | +42.4% | -54.2% | -18.6% |
| YTD | -8.1% | +109.2% | -117.3% | -21.2% |
| 1Y | -12.0% | +122.3% | -134.3% | -25.8% |
| 3Y | +63.3% | -5.6% | +68.9% | +53.7% |
| All | -10.7% | +90.4% | -101.1% | -30.8% |
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 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