+27.9%
GAP vs PTEN
-15.6%
+43.5%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.4% | +3.3% | +3.0% |
| 7D | -4.1% | +3.5% | -7.6% | -5.1% |
| 30D | +6.2% | +17.5% | -11.3% | +0.9% |
| 3M | -0.7% | +12.7% | -13.4% | -5.7% |
| 6M | -7.1% | +33.1% | -40.2% | -18.2% |
| YTD | -14.1% | +116.4% | -130.5% | -35.5% |
| 1Y | -8.5% | +141.2% | -149.7% | -34.3% |
| 3Y | +115.4% | -3.8% | +119.2% | +96.9% |
| 5Y | +9.8% | +92.7% | -82.9% | -27.1% |
| All | +27.9% | -15.6% | +43.5% | -27.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling