-10.3%
GTLB vs PTEN
-3.4%
-6.9%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.2% | +2.3% | +2.1% |
| 7D | -4.1% | +2.8% | -6.9% | -4.6% |
| 30D | +12.3% | +17.6% | -5.2% | +9.0% |
| 3M | +65.9% | +8.2% | +57.7% | +62.9% |
| 6M | +104.0% | +38.1% | +65.9% | +87.7% |
| YTD | +26.0% | +117.3% | -91.2% | +3.5% |
| 1Y | -3.5% | +146.1% | -149.6% | -23.8% |
| All | -10.3% | -3.4% | -6.9% | -23.0% |
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 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