+30.1%
IWD vs PTEN
+90.8%
-60.6%
-6.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.8% | -2.6% | +0.3% |
| 7D | +2.3% | +10.6% | -8.3% | +2.5% |
| 30D | +3.6% | -4.9% | +8.5% | +3.4% |
| 3M | +2.2% | +1.4% | +0.7% | +2.1% |
| 6M | +13.0% | -7.0% | +20.0% | +13.0% |
| YTD | +26.5% | +84.8% | -58.3% | +17.2% |
| 1Y | +30.1% | +95.7% | -65.5% | +19.3% |
| All | +30.1% | +90.8% | -60.6% | +19.3% |
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