+142.4%
GILD vs PTEN
+87.9%
+54.6%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.7% |
| 7D | -4.8% | +3.5% | -8.3% | -4.9% |
| 30D | +5.8% | +17.5% | -11.8% | +5.2% |
| 3M | +14.9% | +12.7% | +2.2% | +14.3% |
| 6M | -0.4% | +33.1% | -33.4% | -1.8% |
| YTD | +18.5% | +116.4% | -97.9% | +14.4% |
| 1Y | +25.1% | +141.2% | -116.1% | +20.1% |
| 3Y | +105.9% | -3.8% | +109.7% | +102.6% |
| All | +142.4% | +87.9% | +54.6% | +138.9% |
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