-9.8%
GFI vs PTEN
+43.1%
-52.9%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.2% | -2.6% | -3.0% |
| 7D | -5.1% | +2.8% | -7.9% | -4.2% |
| 30D | +13.4% | +17.6% | -4.1% | +20.6% |
| 3M | +36.2% | +8.2% | +28.1% | +36.1% |
| 6M | -9.8% | +38.1% | -47.9% | +11.7% |
| All | -9.8% | +43.1% | -52.9% | +11.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling