+210.2%
ROIV vs PTEN
+135.1%
+75.1%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.1% | -1.3% | +0.8% |
| 7D | +22.3% | -1.7% | +24.0% | +22.2% |
| 30D | +16.9% | +18.6% | -1.7% | +17.3% |
| 3M | +43.9% | +12.5% | +31.5% | +44.2% |
| 6M | +41.6% | +41.9% | -0.3% | +39.0% |
| YTD | +92.7% | +117.8% | -25.1% | +85.7% |
| 1Y | +210.2% | +145.3% | +64.8% | +193.9% |
| All | +210.2% | +135.1% | +75.1% | +193.9% |
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