+16.7%
PTEN vs BUD
+217.8%
-201.1%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.1% | +1.7% | +2.1% |
| 7D | +10.6% | +1.0% | +9.6% | +9.8% |
| 30D | -4.9% | +6.7% | -11.6% | -9.9% |
| 3M | +1.4% | +5.7% | -4.3% | -3.9% |
| 6M | -7.0% | +5.8% | -12.8% | -12.6% |
| YTD | +84.8% | +34.4% | +50.4% | +44.7% |
| 1Y | +95.7% | +33.3% | +62.4% | +53.9% |
| 3Y | +2.0% | +48.8% | -46.8% | -29.4% |
| 5Y | +48.0% | +52.5% | -4.6% | -3.4% |
| 10Y | -38.3% | -4.0% | -34.4% | -48.4% |
| All | +16.7% | +217.8% | -201.1% | -58.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling