+57.8%
GD vs PTEN
-2.4%
+60.2%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.7% | -3.7% | -0.4% |
| 7D | +0.6% | -2.2% | +2.8% | +0.9% |
| 30D | +9.5% | -8.0% | +17.5% | +10.2% |
| 3M | -5.8% | -5.0% | -0.8% | -5.8% |
| 6M | +7.7% | -10.6% | +18.4% | +8.1% |
| YTD | +11.1% | +75.5% | -64.5% | +0.4% |
| 1Y | +6.1% | +70.2% | -64.1% | -3.8% |
| All | +57.8% | -2.4% | +60.2% | +47.5% |
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 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