-3.4%
GAP vs PTEN
+135.2%
-138.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +0.4% |
| 7D | -4.5% | +0.7% | -5.2% | -4.4% |
| 30D | +9.0% | +31.2% | -22.2% | +10.4% |
| 3M | +5.0% | +2.0% | +3.0% | +5.7% |
| 6M | -17.8% | +42.4% | -60.2% | -20.8% |
| YTD | -10.4% | +109.2% | -119.6% | -20.1% |
| 1Y | -3.4% | +122.3% | -125.7% | -17.5% |
| All | -3.4% | +135.2% | -138.6% | -17.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling