+717.4%
GAP vs PTEN
+1,927.4%
-1,210.0%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.9% | -2.2% | -0.6% |
| 7D | +1.7% | -1.0% | +2.7% | +1.9% |
| 30D | +9.3% | +29.3% | -20.0% | +4.3% |
| 3M | +6.1% | +7.2% | -1.1% | +3.7% |
| 6M | -2.3% | +43.5% | -45.8% | -10.4% |
| YTD | -10.6% | +113.2% | -123.8% | -23.9% |
| 1Y | -4.4% | +135.1% | -139.5% | -20.5% |
| 3Y | +118.3% | -4.8% | +123.1% | +108.6% |
| 5Y | +12.2% | +94.6% | -82.4% | -8.8% |
| 10Y | +33.7% | -24.2% | +57.9% | +7.6% |
| All | +717.4% | +1,927.4% | -1,210.0% | +444.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling