+1,933.8%
RGEN vs PTEN
+1,656.8%
+277.1%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.8% | -2.0% | +0.5% |
| 7D | -3.3% | +10.6% | -13.9% | -4.3% |
| 30D | -5.8% | -4.9% | -0.9% | -5.6% |
| 3M | +0.2% | +1.4% | -1.3% | -0.3% |
| 6M | +56.8% | -7.0% | +63.8% | +56.4% |
| YTD | +2.4% | +84.8% | -82.4% | -5.5% |
| 1Y | +11.4% | +95.7% | -84.2% | +2.2% |
| 3Y | +15.2% | +2.0% | +13.2% | +11.1% |
| 5Y | -35.1% | +48.0% | -83.1% | -40.9% |
| 10Y | +419.6% | -38.3% | +458.0% | +359.2% |
| All | +1,933.8% | +1,656.8% | +277.1% | +1,336.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling