+541.7%
IBB vs PTEN
+0.5%
+541.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.2% | -0.7% |
| 7D | +1.4% | +0.7% | +0.7% | +1.3% |
| 30D | +10.5% | +31.2% | -20.7% | +5.9% |
| 3M | +23.6% | +2.0% | +21.6% | +22.3% |
| 6M | +22.6% | +42.4% | -19.8% | +14.4% |
| YTD | +25.7% | +109.2% | -83.5% | +10.3% |
| 1Y | +51.4% | +122.3% | -70.9% | +30.9% |
| 3Y | +64.4% | -5.6% | +69.9% | +56.8% |
| 5Y | +22.1% | +86.5% | -64.3% | -1.5% |
| 10Y | +132.5% | -22.1% | +154.6% | +80.4% |
| All | +541.7% | +0.5% | +541.1% | +236.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling