+3,274.7%
BWA vs PTEN
+1,927.4%
+1,347.3%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.9% | -3.8% | -2.3% |
| 7D | +4.3% | -1.0% | +5.3% | +4.4% |
| 30D | -2.9% | +29.3% | -32.2% | -7.7% |
| 3M | -12.4% | +7.2% | -19.7% | -14.3% |
| 6M | +28.6% | +43.5% | -15.0% | +17.5% |
| YTD | +48.2% | +113.2% | -65.0% | +25.2% |
| 1Y | +50.9% | +135.1% | -84.1% | +24.3% |
| 3Y | +72.2% | -4.8% | +77.0% | +63.2% |
| 5Y | +91.1% | +94.6% | -3.5% | +49.2% |
| 10Y | +144.0% | -24.2% | +168.2% | +90.4% |
| All | +3,274.7% | +1,927.4% | +1,347.3% | +1,730.5% |
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 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