+285.5%
PFGC vs PTEN
-15.6%
+301.1%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.3% |
| 7D | -4.8% | +3.5% | -8.2% | -5.5% |
| 30D | -12.5% | +17.5% | -30.1% | -15.8% |
| 3M | -9.7% | +12.7% | -22.5% | -13.2% |
| 6M | +7.0% | +33.1% | -26.1% | -2.6% |
| YTD | +4.5% | +116.4% | -112.0% | -15.9% |
| 1Y | -11.6% | +141.2% | -152.8% | -31.3% |
| 3Y | +58.5% | -3.8% | +62.3% | +46.7% |
| 5Y | +112.6% | +92.7% | +19.9% | +48.0% |
| All | +285.5% | -15.6% | +301.1% | +108.0% |
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 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