+26.2%
GEN vs PTEN
+87.9%
-61.7%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.0% |
| 7D | -1.3% | +3.5% | -4.7% | -1.6% |
| 30D | +6.1% | +17.5% | -11.4% | +4.4% |
| 3M | +27.0% | +12.7% | +14.2% | +25.0% |
| 6M | +43.9% | +33.1% | +10.8% | +38.4% |
| YTD | +13.0% | +116.4% | -103.5% | +2.4% |
| 1Y | +4.0% | +141.2% | -137.1% | -7.3% |
| 3Y | +66.2% | -3.8% | +70.0% | +58.2% |
| All | +26.2% | +87.9% | -61.7% | +9.9% |
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