+122.3%
PTEN vs BTG
+38.4%
+83.9%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.4% | +0.4% | -1.1% |
| 7D | +0.7% | -0.9% | +1.6% | +0.7% |
| 30D | +31.2% | +36.8% | -5.6% | +33.7% |
| 3M | +2.0% | +23.1% | -21.1% | +3.9% |
| 6M | +42.4% | +3.5% | +38.9% | +47.1% |
| YTD | +109.2% | +25.5% | +83.7% | +108.2% |
| 1Y | +122.3% | +40.1% | +82.2% | +114.8% |
| All | +122.3% | +38.4% | +83.9% | +114.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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