+312.0%
IVV vs PTEN
-40.1%
+352.1%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.4% | -2.7% | -0.6% |
| 7D | +3.3% | +7.2% | -3.9% | +2.5% |
| 30D | -2.7% | -7.4% | +4.7% | -2.0% |
| 3M | -1.7% | -2.4% | +0.7% | -1.9% |
| 6M | +3.2% | -10.0% | +13.2% | +3.4% |
| YTD | +12.0% | +79.7% | -67.7% | +1.9% |
| 1Y | +12.1% | +86.5% | -74.4% | +1.4% |
| 3Y | +78.6% | -1.4% | +80.0% | +70.3% |
| 5Y | +73.8% | +43.9% | +29.9% | +52.4% |
| All | +312.0% | -40.1% | +352.1% | +239.4% |
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 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