+1,074.1%
BAH vs PTEN
-30.3%
+1,104.4%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -0.3% |
| 1Y | +2.8% | +70.2% | -67.4% | -2.6% |
| 3Y | -26.7% | -3.7% | -23.0% | -28.6% |
| 5Y | +8.1% | +34.9% | -26.9% | +0.2% |
| 10Y | +202.5% | -41.4% | +244.0% | +178.8% |
| All | +1,074.1% | -30.3% | +1,104.4% | +882.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling