+284.5%
ROIV vs PTEN
+150.3%
+134.2%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +2.4% | -6.8% | -4.7% |
| 7D | +9.2% | +7.2% | +2.0% | +8.5% |
| 30D | +19.9% | -7.4% | +27.3% | +20.5% |
| 3M | +10.6% | -2.4% | +13.0% | +10.4% |
| 6M | +36.1% | -10.0% | +46.1% | +36.2% |
| YTD | +84.3% | +79.7% | +4.6% | +70.1% |
| 1Y | +87.6% | +86.5% | +1.1% | +72.2% |
| 3Y | +353.9% | -1.4% | +355.3% | +334.2% |
| 5Y | +376.1% | +43.9% | +332.2% | +370.2% |
| All | +284.5% | +150.3% | +134.2% | +285.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling