-1.3%
IWF vs PTEN
+79.8%
-81.1%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -9.4% | +9.8% | +0.1% |
| 7D | -4.2% | -15.5% | +11.3% | -4.6% |
| 30D | -8.1% | -7.8% | -0.3% | -8.3% |
| 3M | -5.1% | +6.4% | -11.5% | -4.5% |
| 6M | -1.4% | -11.9% | +10.4% | -1.6% |
| YTD | -0.1% | +79.4% | -79.5% | -2.3% |
| 1Y | -1.3% | +84.9% | -86.2% | -4.0% |
| All | -1.3% | +79.8% | -81.1% | -4.0% |
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