+102.6%
PBR vs PTEN
-3.7%
+106.3%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.5% | -0.7% |
| 7D | +5.4% | +3.5% | +1.9% | +4.3% |
| 30D | +22.9% | +17.5% | +5.3% | +17.1% |
| 3M | +19.6% | +12.7% | +6.9% | +14.7% |
| 6M | +16.5% | +33.1% | -16.6% | +6.0% |
| YTD | +86.7% | +116.4% | -29.8% | +48.5% |
| 1Y | +74.7% | +141.2% | -66.5% | +34.1% |
| 3Y | +102.6% | -3.8% | +106.4% | +96.2% |
| All | +102.6% | -3.7% | +106.3% | +96.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling