+988.7%
PFG vs PTEN
+120.2%
+868.5%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.0% | -0.5% | -1.2% |
| 7D | +5.5% | +0.7% | +4.8% | +5.1% |
| 30D | +2.4% | +31.2% | -28.9% | -7.3% |
| 3M | +13.6% | +2.0% | +11.6% | +10.4% |
| 6M | +27.9% | +42.4% | -14.5% | +8.8% |
| YTD | +35.6% | +109.2% | -73.6% | +0.3% |
| 1Y | +48.5% | +122.3% | -73.8% | +6.0% |
| 3Y | +66.9% | -5.6% | +72.4% | +50.2% |
| 5Y | +111.0% | +86.5% | +24.5% | +30.8% |
| 10Y | +244.5% | -22.1% | +266.6% | +102.9% |
| All | +988.7% | +120.2% | +868.5% | +316.9% |
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