+15.5%
GLXY vs PTEN
+118.2%
-102.8%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.4% |
| 7D | +13.4% | +0.7% | +12.7% | +13.0% |
| 30D | +38.1% | +31.2% | +6.9% | +28.7% |
| 3M | -7.3% | +2.0% | -9.4% | -9.0% |
| 6M | +8.2% | +42.4% | -34.2% | -5.6% |
| YTD | +17.8% | +109.2% | -91.4% | -11.6% |
| 1Y | +14.9% | +122.3% | -107.4% | -15.2% |
| All | +15.5% | +118.2% | -102.8% | -16.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling