+1,707.6%
GE vs PTEN
+1,656.8%
+50.8%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.8% | -2.5% | -0.2% |
| 7D | +2.7% | +10.6% | -7.9% | +1.0% |
| 30D | +8.1% | -4.9% | +13.0% | +8.4% |
| 3M | -7.9% | +1.4% | -9.3% | -8.9% |
| 6M | +12.9% | -7.0% | +19.9% | +12.0% |
| YTD | +8.2% | +84.8% | -76.6% | -5.7% |
| 1Y | +9.7% | +95.7% | -86.0% | -5.5% |
| 3Y | +266.1% | +2.0% | +264.1% | +240.7% |
| 5Y | +407.4% | +48.0% | +359.4% | +322.3% |
| 10Y | +150.3% | -38.3% | +188.7% | +103.5% |
| All | +1,707.6% | +1,656.8% | +50.8% | +1,070.5% |
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