-35.8%
RGEN vs PTEN
+49.0%
-84.8%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.8% | -2.0% | +0.3% |
| 7D | -3.3% | +10.6% | -13.9% | -4.8% |
| 30D | -5.8% | -4.9% | -0.9% | -5.5% |
| 3M | +0.2% | +1.4% | -1.3% | -0.7% |
| 6M | +56.8% | -7.0% | +63.8% | +56.4% |
| YTD | +2.4% | +84.8% | -82.4% | -12.5% |
| 1Y | +11.4% | +95.7% | -84.2% | -6.0% |
| 3Y | +15.2% | +2.0% | +13.2% | +4.5% |
| All | -35.8% | +49.0% | -84.8% | -36.2% |
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