+463.3%
GLW vs PTEN
-1.7%
+465.0%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | +1.9% | +5.6% | +7.2% |
| 7D | +14.0% | -1.0% | +15.0% | +14.2% |
| 30D | +0.4% | +29.3% | -28.9% | -4.2% |
| 3M | -11.3% | +7.2% | -18.6% | -13.0% |
| 6M | +35.1% | +43.5% | -8.5% | +23.3% |
| YTD | +90.5% | +113.2% | -22.7% | +59.5% |
| 1Y | +132.0% | +135.1% | -3.0% | +89.4% |
| 3Y | +463.3% | -4.8% | +468.2% | +399.3% |
| All | +463.3% | -1.7% | +465.0% | +399.3% |
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