-8.0%
PCG vs PTEN
+1,568.7%
-1,576.6%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.7% | -4.7% | -1.4% |
| 7D | -2.2% | -2.2% | -0.1% | -2.1% |
| 30D | -0.5% | -8.0% | +7.6% | +0.1% |
| 3M | -24.0% | -5.0% | -18.9% | -24.0% |
| 6M | -18.6% | -10.6% | -8.0% | -18.5% |
| YTD | -17.7% | +75.5% | -93.2% | -23.7% |
| 1Y | -20.0% | +70.2% | -90.2% | -25.8% |
| 3Y | -20.2% | -3.7% | -16.5% | -23.3% |
| 5Y | +8.4% | +34.9% | -26.6% | -2.2% |
| 10Y | -76.4% | -41.4% | -35.0% | -79.7% |
| All | -8.0% | +1,568.7% | -1,576.6% | -38.2% |
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 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