+276.5%
IP vs PTEN
+1,889.0%
-1,612.5%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +9.2% |
| 6M | -10.2% | +42.4% | -52.6% | -18.1% |
| YTD | -2.0% | +109.2% | -111.2% | -17.1% |
| 1Y | -19.1% | +122.3% | -141.4% | -32.7% |
| 3Y | +20.9% | -5.6% | +26.4% | +14.0% |
| 5Y | -17.8% | +86.5% | -104.3% | -35.6% |
| 10Y | +23.5% | -22.1% | +45.6% | -6.0% |
| All | +276.5% | +1,889.0% | -1,612.5% | +110.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling