+266.1%
GE vs PTEN
+2.7%
+263.4%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.8% | -2.5% | +0.1% |
| 7D | +2.7% | +10.6% | -7.9% | +2.0% |
| 30D | +8.1% | -4.9% | +13.0% | +8.1% |
| 3M | -7.9% | +1.4% | -9.3% | -8.6% |
| 6M | +12.9% | -7.0% | +19.9% | +12.7% |
| YTD | +8.2% | +84.8% | -76.6% | -6.2% |
| 1Y | +9.7% | +95.7% | -86.0% | -6.2% |
| 3Y | +266.1% | +2.0% | +264.1% | +243.8% |
| All | +266.1% | +2.7% | +263.4% | +243.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling