+990.2%
IBKR vs PTEN
-15.6%
+1,005.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.4% | +2.6% | +2.2% |
| 7D | -1.3% | +3.5% | -4.8% | -1.9% |
| 30D | -0.2% | +17.5% | -17.8% | -3.0% |
| 3M | +3.0% | +12.7% | -9.8% | +0.1% |
| 6M | +33.9% | +33.1% | +0.8% | +25.2% |
| YTD | +42.5% | +116.4% | -73.9% | +22.2% |
| 1Y | +44.9% | +141.2% | -96.3% | +21.3% |
| 3Y | +293.0% | -3.8% | +296.8% | +271.5% |
| 5Y | +497.7% | +92.7% | +404.9% | +379.8% |
| All | +990.2% | -15.6% | +1,005.8% | +734.3% |
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