+76.2%
PTEN vs BTG
+78.0%
-1.8%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.8% | -0.5% |
| 7D | +3.5% | -3.8% | +7.2% | +4.2% |
| 30D | +17.5% | +3.6% | +13.9% | +16.3% |
| 3M | +12.7% | +32.0% | -19.3% | +5.2% |
| 6M | +33.1% | +3.4% | +29.7% | +29.4% |
| YTD | +116.4% | +20.8% | +95.7% | +97.2% |
| 1Y | +141.2% | +22.4% | +118.8% | +115.5% |
| 3Y | -3.8% | +91.7% | -95.5% | -31.4% |
| All | +76.2% | +78.0% | -1.8% | +43.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling