-9.8%
INVH vs PTEN
-3.7%
-6.0%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | 0.0% |
| 7D | -3.0% | +3.5% | -6.5% | -3.2% |
| 30D | -7.5% | +17.5% | -25.1% | -8.5% |
| 3M | -5.5% | +12.7% | -18.3% | -6.3% |
| 6M | +11.7% | +33.1% | -21.4% | +8.6% |
| YTD | +1.3% | +116.4% | -115.1% | -6.7% |
| 1Y | -6.1% | +141.2% | -147.2% | -15.1% |
| 3Y | -9.8% | -3.8% | -6.0% | -11.4% |
| All | -9.8% | -3.7% | -6.0% | -11.4% |
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 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