+5,214.8%
GRMN vs PTEN
+42.1%
+5,172.8%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.9% | -2.4% | -0.8% |
| 7D | +0.2% | -1.0% | +1.2% | +0.3% |
| 30D | -11.3% | +29.3% | -40.6% | -15.2% |
| 3M | +17.7% | +7.2% | +10.5% | +15.3% |
| 6M | +14.2% | +43.5% | -29.4% | +5.4% |
| YTD | +37.0% | +113.2% | -76.2% | +18.0% |
| 1Y | +17.0% | +135.1% | -118.1% | -1.5% |
| 3Y | +183.2% | -4.8% | +188.0% | +169.0% |
| 5Y | +77.3% | +94.6% | -17.3% | +39.3% |
| 10Y | +630.9% | -24.2% | +655.1% | +455.8% |
| All | +5,214.8% | +42.1% | +5,172.8% | +2,742.9% |
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