+902.7%
BURL vs PTEN
-41.0%
+943.6%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -6.6% | +3.6% | -2.0% |
| 7D | +3.5% | -21.6% | +25.1% | +6.7% |
| 30D | -9.3% | -12.8% | +3.5% | -8.0% |
| 3M | -32.1% | +5.1% | -37.2% | -33.4% |
| 6M | -19.8% | -18.5% | -1.4% | -18.9% |
| YTD | -13.2% | +67.6% | -80.8% | -22.2% |
| 1Y | -7.8% | +71.1% | -78.9% | -17.9% |
| 3Y | +89.3% | -12.6% | +101.9% | +81.4% |
| 5Y | -15.8% | +24.0% | -39.8% | -26.6% |
| 10Y | +262.2% | -42.5% | +304.7% | +174.3% |
| All | +902.7% | -41.0% | +943.6% | +585.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling