+104.1%
GLDM vs PTEN
-2.4%
+106.5%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.7% | -4.9% | -1.2% |
| 7D | -2.0% | -2.2% | +0.2% | -1.9% |
| 30D | -4.4% | -8.0% | +3.6% | -4.5% |
| 3M | -8.8% | -5.0% | -3.8% | -9.0% |
| 6M | -15.9% | -10.6% | -5.2% | -15.9% |
| YTD | -7.7% | +75.5% | -83.2% | -10.1% |
| 1Y | -3.6% | +70.2% | -73.8% | -6.1% |
| All | +104.1% | -2.4% | +106.5% | +103.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling