-17.8%
GEHC vs PTEN
+148.3%
-166.2%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.5% |
| 7D | -7.2% | +3.5% | -10.6% | -6.8% |
| 30D | -11.6% | +17.5% | -29.1% | -9.8% |
| 3M | -0.8% | +12.7% | -13.6% | +1.1% |
| 6M | -11.9% | +33.1% | -45.0% | -10.2% |
| YTD | -21.9% | +116.4% | -138.4% | -23.7% |
| 1Y | -17.8% | +141.2% | -159.0% | -20.6% |
| All | -17.8% | +148.3% | -166.2% | -20.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling