-18.1%
PTEN vs BAM
+78.0%
-96.1%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.6% | -1.7% | -1.3% |
| 7D | +0.7% | -2.0% | +2.7% | +1.4% |
| 30D | +31.2% | -2.9% | +34.1% | +32.2% |
| 3M | +2.0% | +9.4% | -7.4% | -3.3% |
| 6M | +42.4% | +10.8% | +31.7% | +32.2% |
| YTD | +109.2% | -0.4% | +109.6% | +103.7% |
| 1Y | +122.3% | -10.9% | +133.2% | +130.6% |
| 3Y | -5.6% | +61.3% | -66.8% | -28.7% |
| All | -18.1% | +78.0% | -96.1% | -41.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling