+524.5%
GLW vs PTEN
-38.4%
+562.9%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +2.8% | -7.3% | -5.0% |
| 7D | +7.5% | +10.6% | -3.1% | +5.6% |
| 30D | -19.0% | -4.9% | -14.1% | -18.5% |
| 3M | -27.9% | +1.4% | -29.4% | -28.3% |
| 6M | -44.6% | -7.0% | -37.5% | -44.4% |
| YTD | +31.0% | +84.8% | -53.8% | +15.3% |
| 1Y | +39.7% | +95.7% | -56.0% | +21.6% |
| 3Y | +338.2% | +2.0% | +336.2% | +311.9% |
| 5Y | +228.4% | +48.0% | +180.4% | +174.1% |
| All | +524.5% | -38.4% | +562.9% | +373.8% |
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