+20.9%
GNRC vs PTEN
+79.8%
-58.9%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -9.4% | -0.2% | -9.0% |
| 7D | -6.0% | -15.5% | +9.5% | -5.4% |
| 30D | -12.0% | -7.8% | -4.2% | -11.7% |
| 3M | -13.4% | +6.4% | -19.8% | -13.7% |
| 6M | -26.4% | -11.9% | -14.5% | -25.2% |
| YTD | +38.8% | +79.4% | -40.6% | +4.6% |
| 1Y | +20.9% | +84.9% | -64.0% | -9.9% |
| All | +20.9% | +79.8% | -58.9% | -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 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