+315.7%
USFD vs PTEN
-21.6%
+337.3%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +2.1% | -7.6% | -5.9% |
| 7D | -7.0% | -1.7% | -5.3% | -6.7% |
| 30D | -10.3% | +18.6% | -28.9% | -13.5% |
| 3M | +9.2% | +12.5% | -3.3% | +5.5% |
| 6M | +7.4% | +41.9% | -34.5% | -2.3% |
| YTD | +29.4% | +117.8% | -88.4% | +6.8% |
| 1Y | +24.8% | +145.3% | -120.5% | -0.5% |
| 3Y | +150.0% | -2.8% | +152.8% | +133.3% |
| 5Y | +195.5% | +93.4% | +102.1% | +116.7% |
| 10Y | +315.7% | -16.6% | +332.3% | +128.6% |
| All | +315.7% | -21.6% | +337.3% | +128.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling