+25.7%
GPN vs PTEN
-15.6%
+41.3%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | 0.0% |
| 7D | -4.3% | +3.5% | -7.8% | -4.9% |
| 30D | 0.0% | +17.5% | -17.5% | -2.7% |
| 3M | +35.8% | +12.7% | +23.1% | +31.9% |
| 6M | +22.0% | +33.1% | -11.1% | +14.0% |
| YTD | +15.2% | +116.4% | -101.2% | -1.4% |
| 1Y | +3.5% | +141.2% | -137.7% | -13.6% |
| 3Y | -26.9% | -3.8% | -23.1% | -31.0% |
| 5Y | -44.2% | +92.7% | -136.9% | -55.2% |
| All | +25.7% | -15.6% | +41.3% | -17.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling