+243.7%
PFG vs PTEN
-15.6%
+259.4%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.1% |
| 7D | -0.4% | +3.5% | -3.9% | -1.3% |
| 30D | +2.9% | +17.5% | -14.7% | -1.7% |
| 3M | +6.7% | +12.7% | -6.0% | +2.0% |
| 6M | +33.8% | +33.1% | +0.7% | +20.6% |
| YTD | +35.0% | +116.4% | -81.5% | +6.1% |
| 1Y | +46.4% | +141.2% | -94.8% | +10.5% |
| 3Y | +71.6% | -3.8% | +75.4% | +58.5% |
| 5Y | +113.7% | +92.7% | +21.0% | +48.2% |
| All | +243.7% | -15.6% | +259.4% | +102.2% |
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