+3,452.6%
GEN vs PTEN
+1,889.0%
+1,563.7%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.0% | -1.1% | -2.0% |
| 7D | -1.2% | +0.7% | -1.9% | -1.3% |
| 30D | +10.1% | +31.2% | -21.1% | +6.0% |
| 3M | +16.1% | +2.0% | +14.1% | +14.8% |
| 6M | +38.9% | +42.4% | -3.6% | +30.5% |
| YTD | +14.4% | +109.2% | -94.8% | +1.9% |
| 1Y | +5.9% | +122.3% | -116.4% | -6.9% |
| 3Y | +58.8% | -5.6% | +64.4% | +52.5% |
| 5Y | +24.7% | +86.5% | -61.8% | +3.8% |
| 10Y | +163.1% | -22.1% | +185.2% | +111.7% |
| All | +3,452.6% | +1,889.0% | +1,563.7% | +1,389.3% |
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 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