-75.3%
PCG vs PTEN
-21.6%
-53.8%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +2.1% | -6.4% | -4.5% |
| 7D | +6.5% | -1.7% | +8.1% | +6.6% |
| 30D | -16.7% | +18.6% | -35.3% | -18.9% |
| 3M | -14.2% | +12.5% | -26.6% | -16.2% |
| 6M | -21.5% | +41.9% | -63.3% | -26.4% |
| YTD | -11.2% | +117.8% | -129.0% | -22.1% |
| 1Y | -4.2% | +145.3% | -149.5% | -17.9% |
| 3Y | -14.9% | -2.8% | -12.1% | -18.9% |
| 5Y | +54.2% | +93.4% | -39.2% | +25.8% |
| 10Y | -75.3% | -16.6% | -58.8% | -83.2% |
| All | -75.3% | -21.6% | -53.8% | -83.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling