+42.0%
IBB vs PTEN
+79.8%
-37.9%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -9.4% | +12.0% | +2.1% |
| 7D | +2.2% | -15.5% | +17.7% | +1.4% |
| 30D | +6.3% | -7.8% | +14.1% | +6.1% |
| 3M | +16.3% | +6.4% | +9.9% | +17.2% |
| 6M | +30.0% | -11.9% | +41.8% | +29.5% |
| YTD | +31.1% | +79.4% | -48.2% | +25.9% |
| 1Y | +42.0% | +84.9% | -43.0% | +35.4% |
| All | +42.0% | +79.8% | -37.9% | +35.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling