-16.9%
PTEN vs BTG
+159.3%
-176.1%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.8% | -0.4% |
| 7D | +3.5% | -3.8% | +7.2% | +4.0% |
| 30D | +17.5% | +3.6% | +13.9% | +16.6% |
| 3M | +12.7% | +32.0% | -19.3% | +6.8% |
| 6M | +33.1% | +3.4% | +29.7% | +29.8% |
| YTD | +116.4% | +20.8% | +95.7% | +102.9% |
| 1Y | +141.2% | +22.4% | +118.8% | +123.9% |
| 3Y | -3.8% | +91.7% | -95.5% | -20.7% |
| 5Y | +92.7% | +79.0% | +13.7% | +61.3% |
| All | -16.9% | +159.3% | -176.1% | -32.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling