+141.2%
PTEN vs IAG
+86.2%
+55.0%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.2% | -0.3% |
| 7D | +3.5% | -1.1% | +4.5% | +3.4% |
| 30D | +17.5% | +12.1% | +5.4% | +18.5% |
| 3M | +12.7% | +25.5% | -12.8% | +14.9% |
| 6M | +33.1% | -7.1% | +40.2% | +36.2% |
| YTD | +116.4% | +22.9% | +93.6% | +120.1% |
| 1Y | +141.2% | +83.3% | +57.8% | +140.8% |
| All | +141.2% | +86.2% | +55.0% | +140.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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