-10.5%
GAP vs PTEN
+144.8%
-155.2%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.2% | -1.9% | -2.1% |
| 7D | -6.3% | +2.8% | -9.1% | -6.2% |
| 30D | -0.2% | +17.6% | -17.8% | +0.5% |
| 3M | 0.0% | +8.2% | -8.2% | +0.8% |
| 6M | -8.1% | +38.1% | -46.2% | -10.2% |
| YTD | -16.5% | +117.3% | -133.7% | -25.5% |
| 1Y | -10.5% | +146.1% | -156.5% | -23.7% |
| All | -10.5% | +144.8% | -155.2% | -23.7% |
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