+26.8%
IP vs PTEN
-43.5%
+70.3%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.6% | +3.5% | +3.0% |
| 7D | -3.0% | -16.4% | +13.4% | 0.0% |
| 30D | +10.6% | -12.8% | +23.4% | +12.8% |
| 3M | -13.6% | +0.7% | -14.3% | -14.6% |
| 6M | +10.4% | -12.2% | +22.6% | +10.4% |
| YTD | -6.5% | +66.1% | -72.6% | -18.9% |
| 1Y | -2.1% | +69.2% | -71.4% | -15.5% |
| 3Y | +22.0% | -8.2% | +30.2% | +14.4% |
| 5Y | -9.7% | +19.2% | -28.9% | -24.7% |
| 10Y | +26.8% | -45.6% | +72.4% | -4.8% |
| All | +26.8% | -43.5% | +70.3% | -4.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling