+1,463.2%
BA vs PTEN
+1,479.0%
-15.8%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.5% |
| 7D | -1.7% | -16.4% | +14.7% | +1.3% |
| 30D | -9.5% | -12.8% | +3.4% | -7.7% |
| 3M | -26.5% | +0.7% | -27.2% | -27.2% |
| 6M | -27.4% | -12.2% | -15.2% | -27.2% |
| YTD | -20.6% | +66.1% | -86.7% | -30.1% |
| 1Y | -11.4% | +69.2% | -80.6% | -22.5% |
| 3Y | -10.8% | -8.2% | -2.6% | -15.4% |
| 5Y | -21.9% | +19.2% | -41.1% | -32.9% |
| 10Y | +28.1% | -45.6% | +73.7% | +5.3% |
| All | +1,463.2% | +1,479.0% | -15.8% | +898.8% |
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