+147.5%
GE vs PTEN
-15.6%
+163.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.1% |
| 7D | -4.0% | +3.5% | -7.5% | -4.7% |
| 30D | -11.4% | +17.5% | -28.9% | -14.6% |
| 3M | -2.6% | +12.7% | -15.3% | -6.3% |
| 6M | -0.3% | +33.1% | -33.4% | -9.4% |
| YTD | +5.4% | +116.4% | -111.1% | -15.0% |
| 1Y | +15.5% | +141.2% | -125.6% | -9.9% |
| 3Y | +260.8% | -3.8% | +264.6% | +234.1% |
| 5Y | +421.6% | +92.7% | +328.9% | +272.3% |
| All | +147.5% | -15.6% | +163.1% | +56.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling