-54.6%
GTLB vs PTEN
+61.3%
-115.9%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +1.9% | -7.3% | -5.8% |
| 7D | +4.6% | -1.0% | +5.6% | +4.8% |
| 30D | +21.0% | +29.3% | -8.3% | +14.6% |
| 3M | +51.7% | +7.2% | +44.5% | +48.1% |
| 6M | +89.3% | +43.5% | +45.7% | +71.4% |
| YTD | +25.6% | +113.2% | -87.6% | +3.3% |
| 1Y | -1.5% | +135.1% | -136.6% | -21.5% |
| 3Y | -9.9% | -4.8% | -5.1% | -15.7% |
| All | -54.6% | +61.3% | -115.9% | -55.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling