-97.1%
IRE vs PTEN
+76.0%
-173.2%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +39.6% | -0.3% | +39.9% | +39.7% |
| 7D | -27.2% | -25.5% | -1.6% | -20.2% |
| 30D | -75.1% | -11.7% | -63.5% | -73.5% |
| 3M | -77.9% | -0.5% | -77.4% | -77.3% |
| 6M | -94.6% | -12.9% | -81.7% | -94.4% |
| YTD | -91.5% | +67.1% | -158.6% | -95.9% |
| 1Y | -97.8% | +70.5% | -168.4% | -99.0% |
| All | -97.1% | +76.0% | -173.2% | -98.6% |
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