+5.8%
GAP vs PTEN
+94.7%
-88.9%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +2.1% | -6.7% | -5.1% |
| 7D | -3.2% | -1.7% | -1.5% | -2.9% |
| 30D | -0.7% | +18.6% | -19.3% | -5.0% |
| 3M | -0.5% | +12.5% | -12.9% | -4.5% |
| 6M | -5.0% | +41.9% | -46.8% | -16.2% |
| YTD | -14.7% | +117.8% | -132.5% | -34.0% |
| 1Y | -8.6% | +145.3% | -154.0% | -32.5% |
| 3Y | +108.4% | -2.8% | +111.2% | +90.7% |
| 5Y | +5.8% | +93.4% | -87.6% | -27.2% |
| All | +5.8% | +94.7% | -88.9% | -27.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling