+120.3%
IBB vs PTEN
-15.1%
+135.4%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.1% | -3.0% | -1.1% |
| 7D | -3.9% | -1.7% | -2.2% | -3.8% |
| 30D | +2.7% | +18.6% | -15.9% | +1.1% |
| 3M | +21.4% | +12.5% | +8.9% | +19.5% |
| 6M | +20.1% | +41.9% | -21.8% | +15.0% |
| YTD | +21.9% | +117.8% | -95.9% | +11.7% |
| 1Y | +44.1% | +145.3% | -101.2% | +30.2% |
| 3Y | +63.4% | -2.8% | +66.2% | +57.8% |
| 5Y | +19.8% | +93.4% | -73.7% | +5.1% |
| All | +120.3% | -15.1% | +135.4% | +94.3% |
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