+18.4%
BX vs PTEN
+87.9%
-69.4%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.4% | +2.9% | +2.6% |
| 7D | -5.6% | +3.5% | -9.1% | -6.3% |
| 30D | -12.2% | +17.5% | -29.8% | -15.4% |
| 3M | +7.4% | +12.7% | -5.3% | +3.6% |
| 6M | +22.2% | +33.1% | -10.9% | +11.6% |
| YTD | -14.0% | +116.4% | -130.4% | -30.9% |
| 1Y | -27.3% | +141.2% | -168.5% | -43.8% |
| 3Y | +24.5% | -3.8% | +28.3% | +14.5% |
| All | +18.4% | +87.9% | -69.4% | -2.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling