+422.4%
GE vs PTEN
+89.3%
+333.1%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.4% |
| 7D | -2.8% | +2.8% | -5.6% | -3.2% |
| 30D | -11.9% | +17.6% | -29.5% | -14.0% |
| 3M | +1.8% | +8.2% | -6.3% | +0.1% |
| 6M | -0.6% | +38.1% | -38.7% | -7.7% |
| YTD | +5.5% | +117.3% | -111.8% | -10.4% |
| 1Y | +15.0% | +146.1% | -131.1% | -5.4% |
| 3Y | +269.5% | -3.0% | +272.6% | +250.3% |
| 5Y | +422.4% | +93.5% | +329.0% | +287.4% |
| All | +422.4% | +89.3% | +333.1% | +287.4% |
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