-19.6%
PCG vs PTEN
-8.7%
-10.9%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.7% | -2.0% |
| 7D | -1.6% | -25.5% | +23.9% | -0.5% |
| 30D | +1.4% | -11.7% | +13.1% | +1.8% |
| 3M | -23.4% | -0.5% | -22.9% | -23.9% |
| 6M | -19.4% | -12.9% | -6.5% | -19.5% |
| YTD | -18.5% | +67.1% | -85.6% | -23.9% |
| 1Y | -19.5% | +70.5% | -90.1% | -25.1% |
| All | -19.6% | -8.7% | -10.9% | -22.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling