+262.7%
GE vs PTEN
-3.1%
+265.9%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +2.1% | -5.0% | -3.0% |
| 7D | -1.2% | -1.7% | +0.4% | -1.1% |
| 30D | -11.3% | +18.6% | -29.8% | -12.6% |
| 3M | -1.4% | +12.5% | -13.8% | -2.6% |
| 6M | +1.2% | +41.9% | -40.6% | -4.9% |
| YTD | +5.9% | +117.8% | -111.9% | -8.6% |
| 1Y | +18.4% | +145.3% | -126.9% | -0.8% |
| All | +262.7% | -3.1% | +265.9% | +240.9% |
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