+394.5%
GLW vs PTEN
+94.7%
+299.8%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.1% | -0.6% | +1.2% |
| 7D | +16.9% | -1.7% | +18.6% | +17.2% |
| 30D | +7.0% | +18.6% | -11.6% | +4.2% |
| 3M | -3.0% | +12.5% | -15.4% | -5.3% |
| 6M | +31.0% | +41.9% | -10.9% | +21.8% |
| YTD | +93.4% | +117.8% | -24.4% | +67.0% |
| 1Y | +134.7% | +145.3% | -10.6% | +98.1% |
| 3Y | +471.8% | -2.8% | +474.6% | +434.9% |
| 5Y | +394.5% | +93.4% | +301.1% | +314.6% |
| All | +394.5% | +94.7% | +299.8% | +314.6% |
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