+121.8%
GLDM vs PTEN
+22.3%
+99.4%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.8% |
| 7D | +4.7% | -25.5% | +30.2% | +5.4% |
| 30D | -0.9% | -11.7% | +10.8% | -0.7% |
| 3M | -4.3% | -0.5% | -3.8% | -4.5% |
| 6M | -13.4% | -12.9% | -0.5% | -13.4% |
| YTD | -5.8% | +67.1% | -72.9% | -8.5% |
| 1Y | +2.1% | +70.5% | -68.5% | -1.0% |
| 3Y | +105.0% | -10.4% | +115.5% | +103.0% |
| All | +121.8% | +22.3% | +99.4% | +117.7% |
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