+371.2%
USFD vs PTEN
-43.5%
+414.8%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.6% | +3.7% | +3.2% |
| 7D | +3.9% | -16.4% | +20.4% | +7.3% |
| 30D | +12.8% | -12.8% | +25.7% | +15.0% |
| 3M | +1.0% | +0.7% | +0.3% | -0.6% |
| 6M | +30.3% | -12.2% | +42.4% | +30.5% |
| YTD | +46.0% | +66.1% | -20.1% | +25.7% |
| 1Y | +49.6% | +69.2% | -19.6% | +27.9% |
| 3Y | +166.3% | -8.2% | +174.5% | +148.3% |
| 5Y | +208.4% | +19.2% | +189.2% | +149.4% |
| 10Y | +371.2% | -45.6% | +416.8% | +174.0% |
| All | +371.2% | -43.5% | +414.8% | +174.0% |
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