+5.1%
GNRC vs PTEN
+135.2%
-130.1%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.0% | +3.4% | +2.4% |
| 7D | +1.9% | +0.7% | +1.2% | +1.8% |
| 30D | -13.8% | +31.2% | -45.1% | -15.5% |
| 3M | -32.6% | +2.0% | -34.7% | -32.1% |
| 6M | -15.2% | +42.4% | -57.6% | -21.9% |
| YTD | +37.4% | +109.2% | -71.8% | +12.9% |
| 1Y | +5.1% | +122.3% | -117.2% | -14.6% |
| All | +5.1% | +135.2% | -130.1% | -14.6% |
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