+392.9%
BAC vs PTEN
-15.6%
+408.5%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.3% |
| 7D | 0.0% | +3.5% | -3.4% | -0.8% |
| 30D | -2.8% | +17.5% | -20.3% | -6.6% |
| 3M | +14.2% | +12.7% | +1.5% | +9.8% |
| 6M | +30.5% | +33.1% | -2.5% | +18.9% |
| YTD | +15.8% | +116.4% | -100.6% | -6.8% |
| 1Y | +26.2% | +141.2% | -115.0% | -2.1% |
| 3Y | +136.5% | -3.8% | +140.3% | +120.5% |
| 5Y | +75.9% | +92.7% | -16.8% | +26.4% |
| All | +392.9% | -15.6% | +408.5% | +213.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling