+113.6%
PTEN vs BBAI
-70.8%
+184.4%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +1.9% | +1.9% |
| 7D | -1.0% | -1.0% | 0.0% | -1.0% |
| 30D | +29.3% | -10.7% | +40.0% | +29.7% |
| 3M | +7.2% | -32.3% | +39.5% | +8.4% |
| 6M | +43.5% | -31.3% | +74.8% | +44.7% |
| YTD | +113.2% | -45.9% | +159.2% | +116.3% |
| 1Y | +135.1% | -40.0% | +175.1% | +136.7% |
| 3Y | -4.8% | +72.8% | -77.6% | -10.0% |
| 5Y | +94.6% | -70.4% | +165.0% | +72.5% |
| All | +113.6% | -70.8% | +184.4% | +88.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling