+185.7%
GS vs PTEN
+90.4%
+95.3%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.0% | +1.1% | +0.3% |
| 7D | +0.9% | +0.7% | +0.2% | +0.7% |
| 30D | -1.6% | +31.2% | -32.8% | -6.8% |
| 3M | -4.5% | +2.0% | -6.5% | -5.6% |
| 6M | +20.9% | +42.4% | -21.5% | +10.1% |
| YTD | +19.9% | +109.2% | -89.3% | +0.1% |
| 1Y | +41.4% | +122.3% | -80.9% | +15.5% |
| 3Y | +239.2% | -5.6% | +244.7% | +215.5% |
| All | +185.7% | +90.4% | +95.3% | +115.5% |
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