+950.6%
BX vs PTEN
-32.9%
+983.5%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.9% | -3.5% | -2.2% |
| 7D | -2.0% | -1.0% | -1.0% | -1.8% |
| 30D | -2.3% | +29.3% | -31.6% | -9.7% |
| 3M | +18.5% | +7.2% | +11.3% | +13.9% |
| 6M | +23.7% | +43.5% | -19.8% | +7.3% |
| YTD | -10.4% | +113.2% | -123.6% | -31.3% |
| 1Y | -19.6% | +135.1% | -154.6% | -40.8% |
| 3Y | +30.8% | -4.8% | +35.6% | +19.9% |
| 5Y | +24.3% | +94.6% | -70.3% | -16.8% |
| 10Y | +679.5% | -24.2% | +703.7% | +391.3% |
| All | +950.6% | -32.9% | +983.5% | +254.0% |
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