+31.8%
GEN vs PTEN
-8.0%
+39.8%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.8% | -0.4% | +2.6% |
| 7D | +2.0% | +10.6% | -8.5% | +3.0% |
| 30D | +27.7% | -4.9% | +32.7% | +27.2% |
| 3M | +3.3% | +1.4% | +1.8% | +3.7% |
| 6M | +31.8% | -7.0% | +38.8% | +39.3% |
| All | +31.8% | -8.0% | +39.8% | +39.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling