-0.5%
GNRC vs PTEN
+148.3%
-148.8%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.4% | +3.3% | +3.0% |
| 7D | -0.2% | +3.5% | -3.7% | -0.4% |
| 30D | -15.7% | +17.5% | -33.3% | -16.7% |
| 3M | -27.3% | +12.7% | -40.1% | -27.5% |
| 6M | -12.1% | +33.1% | -45.1% | -16.6% |
| YTD | +37.1% | +116.4% | -79.3% | +11.6% |
| 1Y | -0.5% | +141.2% | -141.6% | -20.1% |
| All | -0.5% | +148.3% | -148.8% | -20.1% |
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