+24.4%
GH vs PTEN
+87.9%
-63.4%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -1.0% |
| 7D | -2.5% | +3.5% | -6.0% | -3.1% |
| 30D | -4.7% | +17.5% | -22.2% | -7.4% |
| 3M | +20.2% | +12.7% | +7.5% | +17.0% |
| 6M | +78.8% | +33.1% | +45.7% | +66.1% |
| YTD | +54.1% | +116.4% | -62.4% | +28.4% |
| 1Y | +177.1% | +141.2% | +35.9% | +123.2% |
| 3Y | +371.6% | -3.8% | +375.4% | +341.6% |
| All | +24.4% | +87.9% | -63.4% | +16.4% |
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