+953.6%
IGV vs PTEN
+158.0%
+795.6%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.9% | -3.8% | -2.2% |
| 7D | -3.3% | -1.0% | -2.3% | -3.2% |
| 30D | 0.0% | +29.3% | -29.3% | -4.6% |
| 3M | +7.3% | +7.2% | +0.1% | +5.0% |
| 6M | +16.7% | +43.5% | -26.8% | +7.6% |
| YTD | -2.8% | +113.2% | -116.1% | -16.9% |
| 1Y | -6.7% | +135.1% | -141.7% | -22.0% |
| 3Y | +41.1% | -4.8% | +46.0% | +33.7% |
| 5Y | +22.0% | +94.6% | -72.6% | -4.6% |
| 10Y | +357.9% | -24.2% | +382.1% | +243.4% |
| All | +953.6% | +158.0% | +795.6% | +289.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling