+41.2%
GDX vs PTEN
+144.8%
-103.5%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.2% | -3.2% | -3.5% |
| 7D | -5.4% | +2.8% | -8.2% | -5.1% |
| 30D | +6.6% | +17.6% | -11.0% | +8.3% |
| 3M | +30.1% | +8.2% | +21.9% | +31.6% |
| 6M | -7.1% | +38.1% | -45.2% | -5.6% |
| YTD | +12.0% | +117.3% | -105.3% | +10.8% |
| 1Y | +41.2% | +146.1% | -104.9% | +40.3% |
| All | +41.2% | +144.8% | -103.5% | +40.3% |
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