+11,822.6%
PGR vs PTEN
+1,957.8%
+9,864.7%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.0% | +0.7% |
| 7D | -0.6% | +3.5% | -4.1% | -1.0% |
| 30D | +4.9% | +17.5% | -12.6% | +3.1% |
| 3M | +7.6% | +12.7% | -5.1% | +5.7% |
| 6M | +8.3% | +33.1% | -24.8% | +4.1% |
| YTD | +1.7% | +116.4% | -114.7% | -7.4% |
| 1Y | -6.8% | +141.2% | -148.0% | -16.5% |
| 3Y | +73.4% | -3.8% | +77.2% | +67.2% |
| 5Y | +161.2% | +92.7% | +68.5% | +125.0% |
| 10Y | +819.5% | -17.1% | +836.6% | +664.7% |
| All | +11,822.6% | +1,957.8% | +9,864.7% | +7,647.3% |
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