-5.0%
BURL vs PTEN
+33.9%
-38.9%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.7% | -2.8% | +0.5% |
| 7D | -0.8% | -2.2% | +1.4% | -0.6% |
| 30D | -4.4% | -8.0% | +3.6% | -3.9% |
| 3M | -28.6% | -5.0% | -23.5% | -28.9% |
| 6M | -12.3% | -10.6% | -1.6% | -12.5% |
| YTD | -11.3% | +75.5% | -86.8% | -22.6% |
| 1Y | -10.4% | +70.2% | -80.6% | -21.6% |
| 3Y | +96.1% | -3.7% | +99.8% | +82.4% |
| 5Y | -5.0% | +34.9% | -39.9% | -21.6% |
| All | -5.0% | +33.9% | -38.9% | -21.6% |
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