+185.8%
GS vs PTEN
-13.8%
+199.5%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.3% |
| 7D | -3.2% | -25.5% | +22.3% | +1.6% |
| 30D | -2.4% | -11.7% | +9.3% | -0.9% |
| 3M | -15.7% | -0.5% | -15.2% | -16.8% |
| 6M | -6.8% | -12.9% | +6.1% | -6.1% |
| YTD | -0.1% | +67.1% | -67.1% | -17.0% |
| 1Y | +12.1% | +70.5% | -58.4% | -7.9% |
| 3Y | +185.8% | -10.4% | +196.2% | +163.4% |
| All | +185.8% | -13.8% | +199.5% | +163.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling