+69.9%
PFG vs PTEN
-3.4%
+73.2%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.1% | +0.9% |
| 7D | -3.0% | +2.8% | -5.8% | -3.5% |
| 30D | +2.5% | +17.6% | -15.1% | -0.8% |
| 3M | +6.1% | +8.2% | -2.1% | +3.9% |
| 6M | +31.3% | +38.1% | -6.8% | +20.1% |
| YTD | +33.6% | +117.3% | -83.7% | +8.5% |
| 1Y | +48.5% | +146.1% | -97.6% | +15.4% |
| All | +69.9% | -3.4% | +73.2% | +53.0% |
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