+20.9%
IBB vs PTEN
+88.2%
-67.3%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.9% | -4.1% | -2.3% |
| 7D | -1.7% | -1.0% | -0.6% | -1.6% |
| 30D | +4.9% | +29.3% | -24.4% | +2.7% |
| 3M | +24.2% | +7.2% | +17.0% | +23.1% |
| 6M | +23.8% | +43.5% | -19.7% | +18.8% |
| YTD | +23.0% | +113.2% | -90.3% | +13.2% |
| 1Y | +46.2% | +135.1% | -88.9% | +32.8% |
| 3Y | +64.8% | -4.8% | +69.7% | +58.3% |
| 5Y | +20.9% | +94.6% | -73.7% | +13.3% |
| All | +20.9% | +88.2% | -67.3% | +13.3% |
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 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