+458.9%
GS vs PTEN
-41.7%
+500.5%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.7% | -1.9% | +1.1% |
| 7D | -0.1% | -2.2% | +2.0% | +0.3% |
| 30D | +3.7% | -8.0% | +11.7% | +4.9% |
| 3M | -10.0% | -5.0% | -4.9% | -9.9% |
| 6M | -1.0% | -10.6% | +9.6% | -0.7% |
| YTD | +7.0% | +75.5% | -68.5% | -9.0% |
| 1Y | +16.6% | +70.2% | -53.5% | -0.4% |
| 3Y | +204.4% | -3.7% | +208.1% | +183.5% |
| 5Y | +160.0% | +34.9% | +125.1% | +109.3% |
| 10Y | +458.9% | -41.4% | +500.3% | +302.9% |
| All | +458.9% | -41.7% | +500.5% | +302.9% |
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 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