+14.8%
IP vs PTEN
-13.8%
+28.6%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +0.9% |
| 7D | -5.1% | -25.5% | +20.5% | -2.4% |
| 30D | +8.5% | -11.7% | +20.2% | +9.6% |
| 3M | -13.8% | -0.5% | -13.3% | -14.6% |
| 6M | +5.7% | -12.9% | +18.6% | +5.9% |
| YTD | -9.1% | +67.1% | -76.2% | -22.9% |
| 1Y | -0.8% | +70.5% | -71.4% | -16.4% |
| 3Y | +14.8% | -10.4% | +25.2% | +6.7% |
| All | +14.8% | -13.8% | +28.6% | +6.7% |
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