+93.9%
PTEN vs BBAI
-71.3%
+165.2%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -3.1% | +5.2% | +2.2% |
| 7D | -1.7% | -4.1% | +2.4% | -1.5% |
| 30D | +18.6% | -12.4% | +31.0% | +19.1% |
| 3M | +12.5% | -29.1% | +41.5% | +13.5% |
| 6M | +41.9% | -32.6% | +74.5% | +43.1% |
| YTD | +117.8% | -47.6% | +165.4% | +121.1% |
| 1Y | +145.3% | -41.0% | +186.4% | +147.1% |
| 3Y | -2.8% | +67.5% | -70.3% | -7.9% |
| All | +93.9% | -71.3% | +165.2% | +62.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BBAI.
Daily Out/Under-Performance
Portfolio return minus BBAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBAI 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 BBAI 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