+20.0%
GE vs PTEN
+135.2%
-115.2%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.0% | +2.1% | +1.0% |
| 7D | -1.6% | +0.7% | -2.3% | -1.5% |
| 30D | -11.6% | +31.2% | -42.8% | -8.4% |
| 3M | +3.0% | +2.0% | +1.0% | +4.5% |
| 6M | -0.5% | +42.4% | -42.9% | -0.9% |
| YTD | +9.7% | +109.2% | -99.5% | +3.5% |
| 1Y | +20.0% | +122.3% | -102.3% | +11.7% |
| All | +20.0% | +135.2% | -115.2% | +11.7% |
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 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