+80.1%
IVV vs PTEN
-2.0%
+82.1%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.6% | -0.3% |
| 7D | +0.1% | +0.7% | -0.6% | 0.0% |
| 30D | +0.1% | +31.2% | -31.2% | -3.0% |
| 3M | +2.0% | +2.0% | 0.0% | +1.5% |
| 6M | +13.0% | +42.4% | -29.4% | +6.6% |
| YTD | +13.6% | +109.2% | -95.6% | +0.6% |
| 1Y | +20.1% | +122.3% | -102.2% | +4.7% |
| All | +80.1% | -2.0% | +82.1% | +65.5% |
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