+116.4%
PFGC vs PTEN
+89.8%
+26.6%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.1% | -3.3% | -1.5% |
| 7D | -3.7% | -1.7% | -2.0% | -3.5% |
| 30D | -16.0% | +18.6% | -34.5% | -17.9% |
| 3M | -4.1% | +12.5% | -16.6% | -6.1% |
| 6M | +8.7% | +41.9% | -33.2% | +1.5% |
| YTD | +6.4% | +117.8% | -111.4% | -8.0% |
| 1Y | -8.4% | +145.3% | -153.7% | -22.9% |
| 3Y | +61.8% | -2.8% | +64.6% | +53.7% |
| All | +116.4% | +89.8% | +26.6% | +56.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling