+15.7%
BWA vs PTEN
+79.8%
-64.2%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -9.4% | +6.8% | -2.2% |
| 7D | -9.9% | -15.5% | +5.6% | -9.5% |
| 30D | -16.4% | -7.8% | -8.6% | -16.3% |
| 3M | -19.8% | +6.4% | -26.2% | -19.9% |
| 6M | -10.0% | -11.9% | +1.9% | -10.0% |
| YTD | +12.7% | +79.4% | -66.6% | -5.7% |
| 1Y | +15.7% | +84.9% | -69.3% | -4.7% |
| All | +15.7% | +79.8% | -64.2% | -4.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling