-22.1%
BA vs PTEN
+22.3%
-44.5%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.6% |
| 7D | +1.1% | -25.5% | +26.6% | +5.5% |
| 30D | -7.9% | -11.7% | +3.7% | -6.6% |
| 3M | -25.3% | -0.5% | -24.8% | -26.0% |
| 6M | -24.6% | -12.9% | -11.7% | -24.4% |
| YTD | -20.1% | +67.1% | -87.2% | -31.5% |
| 1Y | -11.8% | +70.5% | -82.3% | -24.9% |
| 3Y | -10.1% | -10.4% | +0.3% | -16.2% |
| All | -22.1% | +22.3% | -44.5% | -38.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling