+1,721.7%
GE vs PTEN
+1,927.4%
-205.7%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.9% | -2.6% | -1.0% |
| 7D | +1.2% | -1.0% | +2.2% | +1.3% |
| 30D | -9.5% | +29.3% | -38.8% | -13.5% |
| 3M | +4.1% | +7.2% | -3.1% | +1.8% |
| 6M | +3.9% | +43.5% | -39.6% | -4.4% |
| YTD | +9.0% | +113.2% | -104.2% | -6.5% |
| 1Y | +21.9% | +135.1% | -113.1% | +2.3% |
| 3Y | +281.8% | -4.8% | +286.6% | +261.3% |
| 5Y | +436.7% | +94.6% | +342.1% | +329.0% |
| 10Y | +151.5% | -24.2% | +175.7% | +99.0% |
| All | +1,721.7% | +1,927.4% | -205.7% | +1,060.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling