-28.6%
BAH vs PTEN
-3.4%
-25.3%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -0.2% | +5.1% | +4.8% |
| 7D | +2.4% | +2.8% | -0.4% | +2.2% |
| 30D | -2.9% | +17.6% | -20.5% | -4.4% |
| 3M | -1.3% | +8.2% | -9.5% | -2.3% |
| 6M | -0.9% | +38.1% | -39.0% | -4.2% |
| YTD | -8.2% | +117.3% | -125.5% | -14.9% |
| 1Y | -24.0% | +146.1% | -170.1% | -30.2% |
| All | -28.6% | -3.4% | -25.3% | -30.0% |
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 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