+226.7%
GDX vs PTEN
+89.3%
+137.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.2% | -3.2% | -3.4% |
| 7D | -5.4% | +2.8% | -8.2% | -5.6% |
| 30D | +6.6% | +17.6% | -11.0% | +4.8% |
| 3M | +30.1% | +8.2% | +21.9% | +28.6% |
| 6M | -7.1% | +38.1% | -45.2% | -11.8% |
| YTD | +12.0% | +117.3% | -105.3% | -0.2% |
| 1Y | +41.2% | +146.1% | -104.9% | +23.0% |
| 3Y | +251.0% | -3.0% | +254.0% | +243.0% |
| 5Y | +226.7% | +93.5% | +133.3% | +202.3% |
| All | +226.7% | +89.3% | +137.4% | +202.3% |
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 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