+180.8%
IRM vs PTEN
+49.0%
+131.8%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.8% | -3.5% | -1.1% |
| 7D | +6.8% | +10.6% | -3.8% | +5.4% |
| 30D | +2.6% | -4.9% | +7.5% | +3.0% |
| 3M | -9.5% | +1.4% | -10.9% | -10.1% |
| 6M | -8.5% | -7.0% | -1.5% | -8.6% |
| YTD | +40.3% | +84.8% | -44.5% | +25.0% |
| 1Y | +28.7% | +95.7% | -67.0% | +13.6% |
| 3Y | +111.8% | +2.0% | +109.9% | +98.8% |
| All | +180.8% | +49.0% | +131.8% | +154.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling