+434.2%
IRM vs PTEN
-15.6%
+449.8%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.4% | +2.4% | +2.1% |
| 7D | -1.4% | +3.5% | -4.9% | -1.9% |
| 30D | -7.4% | +17.5% | -24.9% | -9.4% |
| 3M | -7.4% | +12.7% | -20.1% | -9.3% |
| 6M | +8.7% | +33.1% | -24.4% | +3.3% |
| YTD | +40.9% | +116.4% | -75.5% | +25.0% |
| 1Y | +20.5% | +141.2% | -120.7% | +4.9% |
| 3Y | +101.7% | -3.8% | +105.5% | +93.1% |
| 5Y | +197.7% | +92.7% | +105.0% | +150.9% |
| All | +434.2% | -15.6% | +449.8% | +298.6% |
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 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