+328.4%
GGLL vs PTEN
+0.9%
+327.5%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.9% | -2.0% | -0.3% |
| 7D | +1.9% | -1.0% | +2.9% | +2.0% |
| 30D | -9.7% | +29.3% | -39.0% | -13.1% |
| 3M | -18.0% | +7.2% | -25.3% | -19.2% |
| 6M | +15.3% | +43.5% | -28.3% | +6.3% |
| YTD | +2.2% | +113.2% | -111.0% | -13.4% |
| 1Y | +73.1% | +135.1% | -62.0% | +42.9% |
| 3Y | +242.7% | -4.8% | +247.5% | +207.3% |
| All | +328.4% | +0.9% | +327.5% | +281.2% |
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