+149.3%
BWA vs PTEN
-15.6%
+165.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.8% | +1.5% |
| 7D | -1.3% | +3.5% | -4.8% | -2.1% |
| 30D | -2.9% | +17.5% | -20.5% | -6.5% |
| 3M | -10.7% | +12.7% | -23.4% | -13.8% |
| 6M | +26.5% | +33.1% | -6.6% | +15.8% |
| YTD | +49.1% | +116.4% | -67.3% | +21.7% |
| 1Y | +52.1% | +141.2% | -89.1% | +20.0% |
| 3Y | +72.6% | -3.8% | +76.4% | +61.4% |
| 5Y | +89.4% | +92.7% | -3.3% | +39.5% |
| All | +149.3% | -15.6% | +165.0% | +79.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling