-6.3%
PFGC vs PTEN
+135.2%
-141.5%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.5% | -0.6% |
| 7D | -2.2% | +0.7% | -2.9% | -2.1% |
| 30D | -11.9% | +31.2% | -43.2% | -9.1% |
| 3M | +5.0% | +2.0% | +3.0% | +5.7% |
| 6M | +8.6% | +42.4% | -33.8% | +9.8% |
| YTD | +9.7% | +109.2% | -99.5% | +8.4% |
| 1Y | -6.3% | +122.3% | -128.6% | -7.9% |
| All | -6.3% | +135.2% | -141.5% | -7.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling