+50.9%
PNC vs PTEN
+87.9%
-37.0%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.6% |
| 7D | -0.6% | +3.5% | -4.0% | -1.2% |
| 30D | -4.4% | +17.5% | -21.9% | -7.3% |
| 3M | +5.2% | +12.7% | -7.5% | +2.2% |
| 6M | +20.6% | +33.1% | -12.4% | +12.0% |
| YTD | +19.8% | +116.4% | -96.7% | 0.0% |
| 1Y | +24.4% | +141.2% | -116.7% | +0.7% |
| 3Y | +131.2% | -3.8% | +135.0% | +117.7% |
| All | +50.9% | +87.9% | -37.0% | +15.5% |
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 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