-3.1%
GEHC vs PTEN
-3.4%
+0.3%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.2% | -1.4% |
| 7D | -7.9% | +2.8% | -10.6% | -8.2% |
| 30D | -11.7% | +17.6% | -29.3% | -13.9% |
| 3M | +0.8% | +8.2% | -7.4% | -0.8% |
| 6M | -11.6% | +38.1% | -49.7% | -18.8% |
| YTD | -21.6% | +117.3% | -138.8% | -36.2% |
| 1Y | -15.3% | +146.1% | -161.4% | -34.2% |
| All | -3.1% | -3.4% | +0.3% | -12.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling