+151.5%
GGLL vs PTEN
-13.8%
+165.3%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.3% | +1.7% | +1.4% |
| 7D | +3.1% | -25.5% | +28.6% | +7.0% |
| 30D | -36.3% | -11.7% | -24.7% | -35.6% |
| 3M | -40.4% | -0.5% | -39.9% | -41.2% |
| 6M | -54.6% | -12.9% | -41.7% | -54.5% |
| YTD | -31.1% | +67.1% | -98.2% | -43.1% |
| 1Y | -19.2% | +70.5% | -89.7% | -33.8% |
| 3Y | +151.5% | -10.4% | +162.0% | +110.5% |
| All | +151.5% | -13.8% | +165.3% | +110.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling