+84.9%
PTEN vs BTG
+24.4%
+60.5%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | +8.7% | -18.1% | -8.3% |
| 7D | -15.5% | -0.2% | -15.3% | -15.0% |
| 30D | -7.8% | -0.8% | -7.0% | -7.3% |
| 3M | +6.4% | +31.8% | -25.4% | +10.1% |
| 6M | -11.9% | +20.4% | -32.3% | -8.9% |
| YTD | +79.4% | +14.7% | +64.7% | +78.4% |
| 1Y | +84.9% | +29.4% | +55.6% | +78.2% |
| All | +84.9% | +24.4% | +60.5% | +78.2% |
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