+21.2%
IGV vs PTEN
+89.3%
-68.1%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.6% |
| 7D | -5.4% | +2.8% | -8.2% | -5.7% |
| 30D | -2.6% | +17.6% | -20.2% | -4.7% |
| 3M | +10.5% | +8.2% | +2.3% | +8.9% |
| 6M | +18.2% | +38.1% | -19.9% | +11.8% |
| YTD | -4.2% | +117.3% | -121.5% | -15.5% |
| 1Y | -9.8% | +146.1% | -155.9% | -22.3% |
| 3Y | +39.1% | -3.0% | +42.2% | +31.5% |
| 5Y | +21.2% | +93.5% | -72.2% | +6.1% |
| All | +21.2% | +89.3% | -68.1% | +6.1% |
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