+502.4%
GFI vs PTEN
+87.9%
+414.5%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.9% | -1.2% |
| 7D | -4.9% | +3.5% | -8.3% | -5.1% |
| 30D | +10.7% | +17.5% | -6.8% | +9.3% |
| 3M | +25.6% | +12.7% | +12.9% | +24.1% |
| 6M | -8.3% | +33.1% | -41.3% | -11.8% |
| YTD | +6.3% | +116.4% | -110.1% | -3.9% |
| 1Y | +22.1% | +141.2% | -119.1% | +8.6% |
| 3Y | +289.2% | -3.8% | +293.0% | +283.8% |
| All | +502.4% | +87.9% | +414.5% | +509.4% |
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 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