+51.7%
IVZ vs PTEN
+131.4%
-79.7%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.9% | -4.1% | -2.2% |
| 7D | +1.1% | -1.0% | +2.1% | +1.1% |
| 30D | +3.1% | +29.3% | -26.2% | +2.9% |
| 3M | +18.2% | +7.2% | +10.9% | +18.5% |
| 6M | +38.6% | +43.5% | -4.9% | +34.9% |
| YTD | +25.9% | +113.2% | -87.3% | +15.0% |
| 1Y | +51.7% | +135.1% | -83.4% | +34.0% |
| All | +51.7% | +131.4% | -79.7% | +34.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling