+150.7%
GDX vs PTEN
+49.0%
+101.7%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.8% | -3.1% | -0.5% |
| 7D | -6.8% | +10.6% | -17.4% | -7.6% |
| 30D | -2.1% | -4.9% | +2.8% | -2.1% |
| 3M | -7.5% | +1.4% | -9.0% | -8.3% |
| 6M | -15.2% | -7.0% | -8.1% | -15.4% |
| YTD | -4.8% | +84.8% | -89.6% | -14.6% |
| 1Y | +6.7% | +95.7% | -89.0% | -5.1% |
| 3Y | +212.7% | +2.0% | +210.8% | +198.9% |
| All | +150.7% | +49.0% | +101.7% | +134.1% |
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