+93.4%
PTEN vs BUD
+44.7%
+48.7%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.2% | +4.3% | +2.7% |
| 7D | -1.7% | -1.3% | -0.4% | -1.4% |
| 30D | +18.6% | -6.1% | +24.7% | +20.4% |
| 3M | +12.5% | -3.8% | +16.2% | +13.3% |
| 6M | +41.9% | +8.2% | +33.7% | +37.0% |
| YTD | +117.8% | +23.6% | +94.2% | +99.8% |
| 1Y | +145.3% | +33.4% | +111.9% | +118.3% |
| 3Y | -2.8% | +45.3% | -48.1% | -18.9% |
| 5Y | +93.4% | +44.3% | +49.1% | +60.1% |
| All | +93.4% | +44.7% | +48.7% | +60.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling