+4.5%
GEN vs PTEN
+144.8%
-140.2%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +0.9% | +0.7% |
| 7D | -4.3% | +2.8% | -7.1% | -4.3% |
| 30D | +3.8% | +17.6% | -13.8% | +4.3% |
| 3M | +22.3% | +8.2% | +14.1% | +24.4% |
| 6M | +39.0% | +38.1% | +0.8% | +38.8% |
| YTD | +11.9% | +117.3% | -105.4% | +7.3% |
| 1Y | +4.5% | +146.1% | -141.6% | -1.5% |
| All | +4.5% | +144.8% | -140.2% | -1.5% |
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