+6.1%
GD vs PTEN
+69.4%
-63.3%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.9% | -0.4% | +1.4% |
| 7D | -1.9% | -14.5% | +12.6% | -1.5% |
| 30D | +10.9% | -11.1% | +22.1% | +11.2% |
| 3M | -6.8% | -7.8% | +1.1% | -6.7% |
| 6M | +7.0% | -10.5% | +17.5% | +7.3% |
| YTD | +11.1% | +69.3% | -58.2% | -2.2% |
| All | +6.1% | +69.4% | -63.3% | -6.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling