+642.6%
GS vs PTEN
-24.5%
+667.0%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.9% | -2.1% | -0.6% |
| 7D | +3.4% | -1.0% | +4.4% | +3.5% |
| 30D | +0.2% | +29.3% | -29.1% | -5.4% |
| 3M | -0.3% | +7.2% | -7.6% | -2.9% |
| 6M | +27.4% | +43.5% | -16.2% | +14.9% |
| YTD | +19.6% | +113.2% | -93.6% | -1.5% |
| 1Y | +42.5% | +135.1% | -92.6% | +13.8% |
| 3Y | +240.4% | -4.8% | +245.3% | +219.4% |
| 5Y | +188.9% | +94.6% | +94.3% | +115.4% |
| 10Y | +642.6% | -24.2% | +666.8% | +414.1% |
| All | +642.6% | -24.5% | +667.0% | +414.1% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling