+75.0%
IWF vs PTEN
-3.4%
+78.3%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -0.9% |
| 7D | -1.7% | +2.8% | -4.5% | -2.0% |
| 30D | -1.8% | +17.6% | -19.4% | -3.7% |
| 3M | +1.5% | +8.2% | -6.7% | +0.3% |
| 6M | +7.7% | +38.1% | -30.4% | +2.1% |
| YTD | +2.7% | +117.3% | -114.6% | -9.8% |
| 1Y | +6.8% | +146.1% | -139.3% | -8.8% |
| All | +75.0% | -3.4% | +78.3% | +57.5% |
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