+40.3%
IBB vs PTEN
+40.8%
-0.5%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.4% | -4.6% | -2.3% |
| 7D | +1.6% | +7.2% | -5.6% | +1.1% |
| 30D | +6.7% | -7.4% | +14.1% | +7.2% |
| 3M | +6.3% | -2.4% | +8.7% | +6.2% |
| 6M | +23.9% | -10.0% | +33.9% | +24.1% |
| YTD | +26.6% | +79.7% | -53.1% | +17.4% |
| 1Y | +29.6% | +86.5% | -56.9% | +19.7% |
| 3Y | +86.1% | -1.4% | +87.5% | +77.8% |
| 5Y | +40.3% | +43.9% | -3.6% | +32.1% |
| All | +40.3% | +40.8% | -0.5% | +32.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling