-3.2%
BAH vs PTEN
+94.7%
-97.9%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.1% | -2.0% | -0.1% |
| 7D | -1.3% | -1.7% | +0.3% | -1.2% |
| 30D | -6.6% | +18.6% | -25.2% | -8.2% |
| 3M | -7.2% | +12.5% | -19.6% | -8.5% |
| 6M | -10.0% | +41.9% | -51.8% | -13.6% |
| YTD | -12.5% | +117.8% | -130.2% | -19.5% |
| 1Y | -27.9% | +145.3% | -173.2% | -34.5% |
| 3Y | -31.4% | -2.8% | -28.6% | -33.3% |
| 5Y | -3.2% | +93.4% | -96.6% | -13.8% |
| All | -3.2% | +94.7% | -97.9% | -13.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling