+2.3%
IP vs PTEN
+79.8%
-77.5%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -9.4% | +10.9% | +0.1% |
| 7D | +3.4% | -15.5% | +18.9% | +1.0% |
| 30D | +11.2% | -7.8% | +19.0% | +10.3% |
| 3M | -14.8% | +6.4% | -21.2% | -13.1% |
| 6M | +17.3% | -11.9% | +29.2% | +18.3% |
| YTD | -6.2% | +79.4% | -85.6% | -20.2% |
| 1Y | +2.3% | +84.9% | -82.6% | -14.3% |
| All | +2.3% | +79.8% | -77.5% | -14.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling