+411.8%
GE vs PTEN
+49.0%
+362.8%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.8% | -2.5% | 0.0% |
| 7D | +2.7% | +10.6% | -7.9% | +1.4% |
| 30D | +8.1% | -4.9% | +13.0% | +8.2% |
| 3M | -7.9% | +1.4% | -9.3% | -8.8% |
| 6M | +12.9% | -7.0% | +19.9% | +12.3% |
| YTD | +8.2% | +84.8% | -76.6% | -6.2% |
| 1Y | +9.7% | +95.7% | -86.0% | -6.1% |
| 3Y | +266.1% | +2.0% | +264.1% | +240.1% |
| All | +411.8% | +49.0% | +362.8% | +313.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling