-4.8%
PTEN vs BUD
+48.7%
-53.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.8% | +2.7% | +2.0% |
| 7D | -1.0% | +0.8% | -1.8% | -1.0% |
| 30D | +29.3% | -4.8% | +34.1% | +29.6% |
| 3M | +7.2% | +1.4% | +5.9% | +7.2% |
| 6M | +43.5% | +9.9% | +33.7% | +42.7% |
| YTD | +113.2% | +26.3% | +86.9% | +106.5% |
| 1Y | +135.1% | +36.1% | +98.9% | +124.8% |
| 3Y | -4.8% | +48.6% | -53.4% | -9.9% |
| All | -4.8% | +48.7% | -53.5% | -9.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 3y: compounded portfolio wealth divided by compounded BUD 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…
3y analysis · Full analysis span regression · 6 months rolling