+208.4%
GLD vs PTEN
-44.3%
+252.8%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.9% | -4.6% | -2.7% |
| 7D | +2.8% | -14.5% | +17.3% | +2.9% |
| 30D | -4.0% | -11.1% | +7.2% | -3.9% |
| 3M | -8.2% | -7.8% | -0.4% | -8.2% |
| 6M | -14.8% | -10.5% | -4.4% | -14.9% |
| YTD | -6.8% | +69.3% | -76.1% | -7.7% |
| 1Y | -2.4% | +70.5% | -72.9% | -3.3% |
| 3Y | +105.8% | -7.1% | +112.9% | +104.6% |
| 5Y | +113.3% | +29.1% | +84.2% | +112.4% |
| 10Y | +208.4% | -44.5% | +252.9% | +208.1% |
| All | +208.4% | -44.3% | +252.8% | +208.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling