+97.2%
GD vs PTEN
+90.4%
+6.8%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.0% | -0.7% | -1.6% |
| 7D | -5.3% | +0.7% | -6.0% | -5.4% |
| 30D | -6.4% | +31.2% | -37.7% | -9.8% |
| 3M | +5.7% | +2.0% | +3.7% | +4.8% |
| 6M | -0.9% | +42.4% | -43.4% | -6.9% |
| YTD | +8.2% | +109.2% | -101.0% | -4.1% |
| 1Y | +13.4% | +122.3% | -108.9% | -0.8% |
| 3Y | +68.5% | -5.6% | +74.1% | +61.5% |
| All | +97.2% | +90.4% | +6.8% | +68.0% |
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