+12.6%
GTLB vs PTEN
+79.8%
-67.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -9.4% | +9.4% | -0.1% |
| 7D | -9.7% | -15.5% | +5.8% | -9.7% |
| 30D | +1.7% | -7.8% | +9.5% | +1.8% |
| 3M | +43.6% | +6.4% | +37.2% | +44.4% |
| 6M | +113.0% | -11.9% | +124.8% | +117.1% |
| YTD | +39.5% | +79.4% | -39.8% | +41.6% |
| 1Y | +12.6% | +84.9% | -72.3% | +15.0% |
| All | +12.6% | +79.8% | -67.2% | +15.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling