-44.2%
RGEN vs PTEN
+89.3%
-133.5%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.2% |
| 7D | -2.9% | +2.8% | -5.7% | -3.3% |
| 30D | -0.1% | +17.6% | -17.6% | -2.6% |
| 3M | +25.9% | +8.2% | +17.8% | +23.7% |
| 6M | +35.2% | +38.1% | -2.9% | +25.4% |
| YTD | +0.5% | +117.3% | -116.8% | -15.1% |
| 1Y | +37.0% | +146.1% | -109.1% | +12.5% |
| 3Y | +2.0% | -3.0% | +5.1% | -7.0% |
| 5Y | -44.2% | +93.5% | -137.6% | -45.9% |
| All | -44.2% | +89.3% | -133.5% | -45.9% |
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 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