-57.2%
GME vs PTEN
+89.3%
-146.5%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.2% | +2.7% | +2.6% |
| 7D | +6.0% | +2.8% | +3.2% | +5.5% |
| 30D | +8.3% | +17.6% | -9.2% | +5.1% |
| 3M | -9.1% | +8.2% | -17.2% | -11.0% |
| 6M | -16.3% | +38.1% | -54.4% | -22.8% |
| YTD | +1.5% | +117.3% | -115.7% | -15.1% |
| 1Y | -16.3% | +146.1% | -162.4% | -32.3% |
| 3Y | +15.1% | -3.0% | +18.2% | +10.1% |
| 5Y | -57.2% | +93.5% | -150.6% | -63.3% |
| All | -57.2% | +89.3% | -146.5% | -63.3% |
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 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