+22.6%
IP vs PTEN
-25.9%
+48.5%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.0% | +3.2% | +2.4% |
| 7D | -5.3% | +0.7% | -6.0% | -5.5% |
| 30D | -10.9% | +31.2% | -42.1% | -15.5% |
| 3M | +11.2% | +2.0% | +9.1% | +9.3% |
| 6M | -10.2% | +42.4% | -52.6% | -18.4% |
| YTD | -2.0% | +109.2% | -111.2% | -17.8% |
| 1Y | -19.1% | +122.3% | -141.4% | -33.4% |
| 3Y | +20.9% | -5.6% | +26.4% | +13.6% |
| 5Y | -17.8% | +86.5% | -104.3% | -36.9% |
| All | +22.6% | -25.9% | +48.5% | -14.5% |
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