+136.4%
BAC vs PTEN
-1.7%
+138.1%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.9% | -2.4% | -0.8% |
| 7D | +1.2% | -1.0% | +2.2% | +1.3% |
| 30D | -0.7% | +29.3% | -30.0% | -5.5% |
| 3M | +16.9% | +7.2% | +9.7% | +14.8% |
| 6M | +29.6% | +43.5% | -13.9% | +17.8% |
| YTD | +15.3% | +113.2% | -98.0% | -5.1% |
| 1Y | +28.8% | +135.1% | -106.2% | +2.4% |
| 3Y | +136.4% | -4.8% | +141.2% | +122.4% |
| All | +136.4% | -1.7% | +138.1% | +122.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling