-14.7%
PTEN vs BAM
+67.8%
-82.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.4% | +4.5% | +3.1% |
| 7D | -1.7% | -3.9% | +2.3% | -0.2% |
| 30D | +18.6% | -8.8% | +27.4% | +22.3% |
| 3M | +12.5% | +2.2% | +10.3% | +9.6% |
| 6M | +41.9% | +5.9% | +35.9% | +33.7% |
| YTD | +117.8% | -6.1% | +123.9% | +116.9% |
| 1Y | +145.3% | -11.6% | +156.9% | +152.2% |
| 3Y | -2.8% | +51.7% | -54.5% | -24.8% |
| All | -14.7% | +67.8% | -82.6% | -37.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 10y: compounded portfolio wealth divided by compounded BAM 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…
10y analysis · Full analysis span regression · 6 months rolling