+59.2%
PFGC vs PTEN
-3.4%
+62.5%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.2% | -1.1% | -1.3% |
| 7D | -4.8% | +2.8% | -7.6% | -5.1% |
| 30D | -17.2% | +17.6% | -34.8% | -18.5% |
| 3M | -6.3% | +8.2% | -14.5% | -7.2% |
| 6M | +8.8% | +38.1% | -29.3% | +3.0% |
| YTD | +4.9% | +117.3% | -112.4% | -8.6% |
| 1Y | -9.5% | +146.1% | -155.6% | -23.6% |
| All | +59.2% | -3.4% | +62.5% | +47.5% |
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