+9,974.9%
IRM vs PTEN
+977.6%
+8,997.3%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.9% | -2.6% | -0.9% |
| 7D | +1.6% | -1.0% | +2.6% | +1.7% |
| 30D | -4.2% | +29.3% | -33.5% | -7.2% |
| 3M | -5.4% | +7.2% | -12.6% | -6.7% |
| 6M | +12.0% | +43.5% | -31.5% | +6.1% |
| YTD | +42.0% | +113.2% | -71.2% | +27.9% |
| 1Y | +29.9% | +135.1% | -105.2% | +15.2% |
| 3Y | +104.4% | -4.8% | +109.2% | +97.2% |
| 5Y | +191.0% | +94.6% | +96.4% | +149.3% |
| 10Y | +417.1% | -24.2% | +441.3% | +331.2% |
| All | +9,974.9% | +977.6% | +8,997.3% | +7,703.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling