-11.5%
BA vs PTEN
+66.5%
-78.0%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.7% |
| 7D | -1.7% | -16.4% | +14.7% | -4.2% |
| 30D | -9.5% | -12.8% | +3.4% | -11.0% |
| 3M | -26.5% | +0.7% | -27.2% | -25.4% |
| 6M | -27.4% | -12.2% | -15.2% | -27.5% |
| YTD | -20.6% | +66.1% | -86.7% | -23.4% |
| All | -11.5% | +66.5% | -78.0% | -15.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN 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 1y: compounded portfolio wealth divided by compounded PTEN 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…
1y analysis · Full analysis span regression · 6 months rolling