+50.4%
IEFA vs PTEN
+87.9%
-37.4%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.0% |
| 7D | -1.6% | +3.5% | -5.0% | -1.9% |
| 30D | -1.5% | +17.5% | -19.0% | -3.1% |
| 3M | +3.4% | +12.7% | -9.3% | +1.9% |
| 6M | +9.5% | +33.1% | -23.6% | +5.2% |
| YTD | +13.0% | +116.4% | -103.4% | +2.3% |
| 1Y | +18.0% | +141.2% | -123.2% | +4.9% |
| 3Y | +65.4% | -3.8% | +69.2% | +59.4% |
| All | +50.4% | +87.9% | -37.4% | +32.7% |
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