+35.8%
GFS vs PTEN
+135.2%
-99.4%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.0% | +2.6% | +1.6% |
| 7D | +1.0% | +0.7% | +0.3% | +0.9% |
| 30D | -8.6% | +31.2% | -39.8% | -11.6% |
| 3M | -46.5% | +2.0% | -48.6% | -46.7% |
| 6M | -4.8% | +42.4% | -47.2% | -11.8% |
| YTD | +29.7% | +109.2% | -79.5% | +9.5% |
| 1Y | +35.8% | +122.3% | -86.5% | +10.6% |
| All | +35.8% | +135.2% | -99.4% | +10.6% |
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