-54.8%
GTLB vs PTEN
+63.7%
-118.4%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.6% |
| 7D | -5.7% | +3.5% | -9.2% | -6.4% |
| 30D | +15.1% | +17.5% | -2.4% | +11.2% |
| 3M | +65.5% | +12.7% | +52.7% | +59.9% |
| 6M | +102.9% | +33.1% | +69.8% | +87.2% |
| YTD | +25.2% | +116.4% | -91.2% | +2.6% |
| 1Y | -5.5% | +141.2% | -146.7% | -25.1% |
| 3Y | -10.9% | -3.8% | -7.1% | -16.8% |
| All | -54.8% | +63.7% | -118.4% | -56.1% |
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