+83.7%
GRMN vs PTEN
+87.9%
-4.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.4% | +4.2% | +3.9% |
| 7D | +2.0% | +3.5% | -1.4% | +1.6% |
| 30D | -8.8% | +17.5% | -26.3% | -10.5% |
| 3M | +19.0% | +12.7% | +6.3% | +16.9% |
| 6M | +20.7% | +33.1% | -12.4% | +15.2% |
| YTD | +40.5% | +116.4% | -75.9% | +25.1% |
| 1Y | +19.1% | +141.2% | -122.0% | +4.0% |
| 3Y | +182.7% | -3.8% | +186.5% | +165.3% |
| All | +83.7% | +87.9% | -4.1% | +57.3% |
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