-7.7%
PCG vs PTEN
+1,479.0%
-1,486.7%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +1.9% | +1.4% |
| 7D | -1.1% | -16.4% | +15.4% | +0.7% |
| 30D | +0.1% | -12.8% | +12.9% | +1.2% |
| 3M | -24.4% | +0.7% | -25.1% | -25.0% |
| 6M | -17.7% | -12.2% | -5.5% | -17.4% |
| YTD | -17.4% | +66.1% | -83.5% | -23.1% |
| 1Y | -19.4% | +69.2% | -88.6% | -25.1% |
| 3Y | -18.6% | -8.2% | -10.4% | -21.3% |
| 5Y | +10.2% | +19.2% | -9.0% | +0.7% |
| 10Y | -76.7% | -45.6% | -31.1% | -79.8% |
| All | -7.7% | +1,479.0% | -1,486.7% | -37.6% |
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