-57.4%
GNRC vs PTEN
+87.9%
-145.3%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.4% | +3.3% | +3.0% |
| 7D | -0.2% | +3.5% | -3.7% | -0.9% |
| 30D | -15.7% | +17.5% | -33.3% | -18.6% |
| 3M | -27.3% | +12.7% | -40.1% | -29.8% |
| 6M | -12.1% | +33.1% | -45.1% | -19.3% |
| YTD | +37.1% | +116.4% | -79.3% | +12.0% |
| 1Y | -0.5% | +141.2% | -141.6% | -21.2% |
| 3Y | +61.5% | -3.8% | +65.3% | +50.2% |
| All | -57.4% | +87.9% | -145.3% | -62.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling