-8.5%
BX vs PTEN
+79.8%
-88.3%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -9.4% | +15.6% | +5.2% |
| 7D | +8.3% | -15.5% | +23.8% | +6.6% |
| 30D | +13.5% | -7.8% | +21.3% | +12.7% |
| 3M | -7.6% | +6.4% | -14.0% | -7.4% |
| 6M | +4.0% | -11.9% | +15.9% | +4.3% |
| YTD | -15.2% | +79.4% | -94.6% | -23.9% |
| 1Y | -8.5% | +84.9% | -93.4% | -18.8% |
| All | -8.5% | +79.8% | -88.3% | -18.8% |
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