+82.4%
PFG vs PTEN
+2.7%
+79.7%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.8% | -2.3% | +0.1% |
| 7D | +2.4% | +10.6% | -8.2% | +0.7% |
| 30D | +5.9% | -4.9% | +10.8% | +6.1% |
| 3M | -0.4% | +1.4% | -1.9% | -1.9% |
| 6M | +14.8% | -7.0% | +21.9% | +14.3% |
| YTD | +31.9% | +84.8% | -52.9% | +9.0% |
| 1Y | +38.8% | +95.7% | -56.9% | +12.8% |
| 3Y | +82.4% | +2.0% | +80.4% | +67.1% |
| All | +82.4% | +2.7% | +79.7% | +67.1% |
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