+101.8%
IRM vs PTEN
-3.1%
+104.9%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.1% | -2.9% | -1.0% |
| 7D | +3.0% | -1.7% | +4.7% | +3.2% |
| 30D | -5.2% | +18.6% | -23.8% | -7.4% |
| 3M | -8.0% | +12.5% | -20.5% | -9.9% |
| 6M | +9.2% | +41.9% | -32.7% | +2.4% |
| YTD | +41.0% | +117.8% | -76.8% | +22.6% |
| 1Y | +23.3% | +145.3% | -122.1% | +4.5% |
| All | +101.8% | -3.1% | +104.9% | +89.3% |
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