+170.5%
GM vs PTEN
-3.7%
+174.2%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.5% |
| 7D | -2.4% | +3.5% | -5.9% | -2.9% |
| 30D | -1.1% | +17.5% | -18.6% | -3.5% |
| 3M | +6.1% | +12.7% | -6.6% | +3.8% |
| 6M | +15.0% | +33.1% | -18.1% | +6.9% |
| YTD | +6.0% | +116.4% | -110.5% | -12.8% |
| 1Y | +47.1% | +141.2% | -94.1% | +16.7% |
| 3Y | +170.5% | -3.8% | +174.3% | +149.6% |
| All | +170.5% | -3.7% | +174.2% | +149.6% |
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 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