-97.1%
IRE vs PTEN
+90.8%
-187.9%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.4% | +2.8% | -17.2% | -15.0% |
| 7D | -31.8% | +10.6% | -42.4% | -33.6% |
| 30D | -71.8% | -4.9% | -66.8% | -70.9% |
| 3M | -88.9% | +1.4% | -90.4% | -88.7% |
| 6M | -95.4% | -7.0% | -88.3% | -95.4% |
| YTD | -94.2% | +84.8% | -179.0% | -97.4% |
| 1Y | -97.1% | +95.7% | -192.8% | -98.8% |
| All | -97.1% | +90.8% | -187.9% | -98.8% |
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 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