+113.9%
GAP vs PTEN
-3.1%
+117.0%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +2.1% | -6.7% | -5.0% |
| 7D | -3.2% | -1.7% | -1.5% | -2.9% |
| 30D | -0.7% | +18.6% | -19.3% | -4.7% |
| 3M | -0.5% | +12.5% | -12.9% | -4.0% |
| 6M | -5.0% | +41.9% | -46.8% | -16.7% |
| YTD | -14.7% | +117.8% | -132.5% | -35.9% |
| 1Y | -8.6% | +145.3% | -154.0% | -35.2% |
| All | +113.9% | -3.1% | +117.0% | +93.0% |
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