+74.6%
GAP vs PTEN
+2.7%
+71.9%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.8% | -3.7% | -1.4% |
| 7D | -1.9% | +10.6% | -12.5% | -3.9% |
| 30D | -7.1% | -4.9% | -2.1% | -6.8% |
| 3M | +4.1% | +1.4% | +2.7% | +2.3% |
| 6M | +1.9% | -7.0% | +8.9% | +1.1% |
| YTD | -15.2% | +84.8% | -100.0% | -35.3% |
| 1Y | -10.6% | +95.7% | -106.3% | -33.4% |
| 3Y | +74.6% | +2.0% | +72.6% | +104.0% |
| All | +74.6% | +2.7% | +71.9% | +104.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling