+214.2%
GDX vs PTEN
-37.4%
+251.6%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.0% | -1.2% | -2.0% |
| 7D | -0.4% | +0.7% | -1.1% | -0.6% |
| 30D | +18.6% | +31.2% | -12.6% | +12.3% |
| 3M | +14.9% | +2.0% | +12.9% | +13.2% |
| 6M | -6.3% | +42.4% | -48.7% | -14.7% |
| YTD | +15.7% | +109.2% | -93.5% | -2.7% |
| 1Y | +54.8% | +122.3% | -67.5% | +27.6% |
| 3Y | +253.4% | -5.6% | +259.0% | +230.8% |
| 5Y | +219.7% | +86.5% | +133.2% | +142.3% |
| 10Y | +300.2% | -22.1% | +322.3% | +184.3% |
| All | +214.2% | -37.4% | +251.6% | +68.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling