+117.3%
IBB vs PTEN
-15.3%
+132.6%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.2% | -1.4% |
| 7D | -5.2% | +2.8% | -8.0% | -5.5% |
| 30D | +1.5% | +17.6% | -16.1% | -0.1% |
| 3M | +22.1% | +8.2% | +14.0% | +20.8% |
| 6M | +17.7% | +38.1% | -20.4% | +13.1% |
| YTD | +20.2% | +117.3% | -97.1% | +10.2% |
| 1Y | +44.4% | +146.1% | -101.7% | +30.4% |
| 3Y | +61.1% | -3.0% | +64.1% | +55.7% |
| 5Y | +18.5% | +93.5% | -74.9% | +4.0% |
| All | +117.3% | -15.3% | +132.6% | +91.7% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling