-17.0%
PPG vs PTEN
-3.7%
-13.3%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.5% |
| 7D | -6.2% | +3.5% | -9.7% | -6.4% |
| 30D | -7.9% | +17.5% | -25.5% | -8.9% |
| 3M | -10.2% | +12.7% | -22.9% | -10.7% |
| 6M | +2.7% | +33.1% | -30.4% | -1.2% |
| YTD | +4.9% | +116.4% | -111.6% | -7.0% |
| 1Y | -3.2% | +141.2% | -144.4% | -16.4% |
| 3Y | -17.0% | -3.8% | -13.2% | -27.6% |
| All | -17.0% | -3.7% | -13.3% | -27.6% |
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