+188.5%
GD vs PTEN
-43.9%
+232.4%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.6% |
| 7D | -5.0% | -25.5% | +20.6% | -1.3% |
| 30D | +8.9% | -11.7% | +20.6% | +10.4% |
| 3M | -8.0% | -0.5% | -7.5% | -8.5% |
| 6M | +2.9% | -12.9% | +15.8% | +3.5% |
| YTD | +7.1% | +67.1% | -60.0% | -2.5% |
| 1Y | +5.9% | +70.5% | -64.6% | -3.9% |
| 3Y | +53.9% | -10.4% | +64.3% | +48.1% |
| 5Y | +95.4% | +23.7% | +71.8% | +72.6% |
| All | +188.5% | -43.9% | +232.4% | +132.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling