+1,824.8%
BA vs PTEN
+1,889.0%
-64.2%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.0% | +1.9% | +1.0% |
| 7D | +1.2% | +0.7% | +0.4% | +1.0% |
| 30D | -11.6% | +31.2% | -42.9% | -16.1% |
| 3M | -2.4% | +2.0% | -4.4% | -4.0% |
| 6M | -6.6% | +42.4% | -49.0% | -14.6% |
| YTD | -2.2% | +109.2% | -111.4% | -16.9% |
| 1Y | -8.0% | +122.3% | -130.3% | -23.2% |
| 3Y | -5.0% | -5.6% | +0.6% | -10.1% |
| 5Y | -2.7% | +86.5% | -89.2% | -22.6% |
| 10Y | +75.9% | -22.1% | +98.0% | +36.9% |
| All | +1,824.8% | +1,889.0% | -64.2% | +1,087.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling