+24.8%
GLDM vs PTEN
+135.2%
-110.4%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.1% | -0.9% |
| 7D | -0.5% | +0.7% | -1.2% | -0.5% |
| 30D | +4.4% | +31.2% | -26.8% | +5.1% |
| 3M | -1.1% | +2.0% | -3.1% | -0.9% |
| 6M | -13.7% | +42.4% | -56.1% | -14.5% |
| YTD | +2.8% | +109.2% | -106.4% | +0.5% |
| 1Y | +24.8% | +122.3% | -97.5% | +21.0% |
| All | +24.8% | +135.2% | -110.4% | +21.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling