-27.4%
BAH vs PTEN
-2.4%
-25.0%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.7% | -4.3% | -0.9% |
| 7D | -1.6% | -2.2% | +0.6% | -1.5% |
| 30D | +18.0% | -8.0% | +26.0% | +18.6% |
| 3M | +11.4% | -5.0% | +16.5% | +11.5% |
| 6M | +17.7% | -10.6% | +28.3% | +18.0% |
| YTD | +5.4% | +75.5% | -70.2% | -0.8% |
| 1Y | +2.8% | +70.2% | -67.4% | -3.1% |
| All | -27.4% | -2.4% | -25.0% | -28.8% |
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 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