+0.1%
PCG vs PTEN
+1,889.0%
-1,888.9%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.0% | +3.5% | +2.5% |
| 7D | -13.9% | +0.7% | -14.6% | -14.0% |
| 30D | -16.9% | +31.2% | -48.1% | -19.4% |
| 3M | -14.7% | +2.0% | -16.8% | -15.5% |
| 6M | -23.8% | +42.4% | -66.2% | -27.4% |
| YTD | -10.5% | +109.2% | -119.7% | -18.3% |
| 1Y | -5.1% | +122.3% | -127.4% | -14.3% |
| 3Y | -11.6% | -5.6% | -6.0% | -14.6% |
| 5Y | +59.0% | +86.5% | -27.5% | +38.9% |
| 10Y | -75.7% | -22.1% | -53.6% | -79.6% |
| All | +0.1% | +1,889.0% | -1,888.9% | -33.8% |
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