+5.9%
GEN vs PTEN
+135.2%
-129.4%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.0% | -1.1% | -2.2% |
| 7D | -1.2% | +0.7% | -1.9% | -1.2% |
| 30D | +10.1% | +31.2% | -21.1% | +10.8% |
| 3M | +16.1% | +2.0% | +14.1% | +18.1% |
| 6M | +38.9% | +42.4% | -3.6% | +37.6% |
| YTD | +14.4% | +109.2% | -94.8% | +9.6% |
| 1Y | +5.9% | +122.3% | -116.4% | 0.0% |
| All | +5.9% | +135.2% | -129.4% | 0.0% |
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