+38.4%
IGV vs PTEN
-3.7%
+42.2%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.4% |
| 7D | -2.9% | +3.5% | -6.4% | -3.3% |
| 30D | -1.5% | +17.5% | -19.0% | -3.7% |
| 3M | +11.7% | +12.7% | -1.0% | +9.6% |
| 6M | +18.4% | +33.1% | -14.7% | +12.3% |
| YTD | -3.9% | +116.4% | -120.4% | -16.6% |
| 1Y | -9.7% | +141.2% | -150.8% | -23.7% |
| 3Y | +38.4% | -3.8% | +42.2% | +23.7% |
| All | +38.4% | -3.7% | +42.2% | +23.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling