+46.0%
GFI vs PTEN
+135.2%
-89.2%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.0% | -0.5% | -1.8% |
| 7D | +3.1% | +0.7% | +2.4% | +3.3% |
| 30D | +27.1% | +31.2% | -4.1% | +33.5% |
| 3M | +21.2% | +2.0% | +19.1% | +22.2% |
| 6M | -4.5% | +42.4% | -46.9% | -2.8% |
| YTD | +11.7% | +109.2% | -97.5% | +10.7% |
| 1Y | +46.0% | +122.3% | -76.3% | +44.4% |
| All | +46.0% | +135.2% | -89.2% | +44.4% |
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