+72.7%
GDXJ vs PTEN
+6.4%
+66.3%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.2% | -3.8% | -3.9% |
| 7D | -6.2% | +2.8% | -9.0% | -6.7% |
| 30D | +4.6% | +17.6% | -12.9% | +1.6% |
| 3M | +31.3% | +8.2% | +23.1% | +28.2% |
| 6M | -10.7% | +38.1% | -48.8% | -17.8% |
| YTD | +9.1% | +117.3% | -108.2% | -8.0% |
| 1Y | +44.1% | +146.1% | -102.0% | +17.9% |
| 3Y | +285.4% | -3.0% | +288.4% | +261.9% |
| 5Y | +228.4% | +93.5% | +134.9% | +157.2% |
| 10Y | +226.5% | -16.8% | +243.3% | +144.4% |
| All | +72.7% | +6.4% | +66.3% | -1.7% |
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