-11.0%
BA vs PTEN
+69.7%
-80.7%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.9% | -1.3% | +0.9% |
| 7D | 0.0% | -14.5% | +14.5% | -2.2% |
| 30D | -8.9% | -11.1% | +2.2% | -10.2% |
| 3M | -25.5% | -7.8% | -17.7% | -25.8% |
| 6M | -27.0% | -10.5% | -16.5% | -26.9% |
| YTD | -20.1% | +69.3% | -89.4% | -22.8% |
| 1Y | -11.0% | +70.5% | -81.5% | -14.4% |
| All | -11.0% | +69.7% | -80.7% | -14.4% |
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