+39.3%
GEHC vs PTEN
-24.8%
+64.0%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.8% | -1.4% | +1.1% |
| 7D | +0.8% | +10.6% | -9.8% | -0.4% |
| 30D | +21.3% | -4.9% | +26.3% | +21.4% |
| 3M | +12.6% | +1.4% | +11.1% | +11.4% |
| 6M | +34.3% | -7.0% | +41.3% | +33.8% |
| YTD | +1.4% | +84.8% | -83.4% | -13.5% |
| 1Y | +12.5% | +95.7% | -83.2% | -5.3% |
| 3Y | +19.2% | +2.0% | +17.2% | +7.7% |
| All | +39.3% | -24.8% | +64.0% | +32.1% |
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