+399.9%
GH vs PTEN
-12.8%
+412.8%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.9% | -2.2% | -0.5% |
| 7D | -2.1% | -1.0% | -1.1% | -2.0% |
| 30D | -4.5% | +29.3% | -33.7% | -7.8% |
| 3M | +28.9% | +7.2% | +21.7% | +26.9% |
| 6M | +76.5% | +43.5% | +33.0% | +65.2% |
| YTD | +57.6% | +113.2% | -55.6% | +38.7% |
| 1Y | +167.5% | +135.1% | +32.5% | +130.7% |
| 3Y | +377.4% | -4.8% | +382.2% | +356.0% |
| 5Y | +23.8% | +94.6% | -70.8% | +7.0% |
| All | +399.9% | -12.8% | +412.8% | +314.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling