-49.3%
PTEN vs BTG
+385.9%
-435.2%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.7% | +0.5% | +1.9% |
| 7D | -1.7% | +2.4% | -4.1% | -2.1% |
| 30D | +18.6% | +9.5% | +9.1% | +16.8% |
| 3M | +12.5% | +38.5% | -26.0% | +6.0% |
| 6M | +41.9% | +5.6% | +36.2% | +37.8% |
| YTD | +117.8% | +23.9% | +93.9% | +104.6% |
| 1Y | +145.3% | +32.1% | +113.2% | +126.8% |
| 3Y | -2.8% | +103.2% | -106.0% | -18.1% |
| 5Y | +93.4% | +79.7% | +13.7% | +65.8% |
| 10Y | -16.6% | +159.1% | -175.7% | -36.7% |
| All | -49.3% | +385.9% | -435.2% | -75.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling