+883.7%
BAH vs PTEN
-16.9%
+900.6%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.0% | -0.4% | -1.4% |
| 7D | -3.2% | +0.7% | -4.0% | -3.3% |
| 30D | +2.0% | +31.2% | -29.2% | -0.3% |
| 3M | -7.6% | +2.0% | -9.7% | -8.1% |
| 6M | -5.7% | +42.4% | -48.1% | -8.9% |
| YTD | -11.7% | +109.2% | -120.9% | -17.5% |
| 1Y | -27.4% | +122.3% | -149.7% | -32.6% |
| 3Y | -32.5% | -5.6% | -27.0% | -34.2% |
| 5Y | -3.3% | +86.5% | -89.8% | -12.6% |
| 10Y | +186.0% | -22.1% | +208.1% | +155.9% |
| All | +883.7% | -16.9% | +900.6% | +713.6% |
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