+323.2%
IBN vs PTEN
-15.6%
+338.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.4% | +2.3% | +1.9% |
| 7D | -3.0% | +3.5% | -6.5% | -3.4% |
| 30D | -1.5% | +17.5% | -19.0% | -3.5% |
| 3M | +7.9% | +12.7% | -4.8% | +5.8% |
| 6M | +8.6% | +33.1% | -24.4% | +3.5% |
| YTD | -0.6% | +116.4% | -117.0% | -11.2% |
| 1Y | -7.3% | +141.2% | -148.5% | -18.9% |
| 3Y | +26.2% | -3.8% | +30.0% | +21.2% |
| 5Y | +57.8% | +92.7% | -34.9% | +29.1% |
| All | +323.2% | -15.6% | +338.8% | +209.6% |
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