+833.1%
GLW vs PTEN
-15.3%
+848.4%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.2% | -2.9% | -3.1% |
| 7D | +11.7% | +2.8% | +8.9% | +11.2% |
| 30D | +2.7% | +17.6% | -14.9% | -0.1% |
| 3M | -2.8% | +8.2% | -11.0% | -4.7% |
| 6M | +20.2% | +38.1% | -17.9% | +11.8% |
| YTD | +87.3% | +117.3% | -30.0% | +60.9% |
| 1Y | +119.6% | +146.1% | -26.5% | +84.0% |
| 3Y | +453.7% | -3.0% | +456.7% | +424.8% |
| 5Y | +376.1% | +93.5% | +282.6% | +278.8% |
| All | +833.1% | -15.3% | +848.4% | +570.4% |
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