+316.5%
ROIV vs PTEN
+88.2%
+228.3%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | +1.9% | +16.8% | +18.5% |
| 7D | +20.2% | -1.0% | +21.2% | +20.3% |
| 30D | +14.1% | +29.3% | -15.1% | +10.5% |
| 3M | +45.6% | +7.2% | +38.4% | +43.7% |
| 6M | +44.1% | +43.5% | +0.6% | +35.5% |
| YTD | +91.2% | +113.2% | -22.1% | +69.9% |
| 1Y | +221.3% | +135.1% | +86.2% | +179.9% |
| 3Y | +229.2% | -4.8% | +234.0% | +216.0% |
| 5Y | +316.5% | +94.6% | +221.9% | +328.9% |
| All | +316.5% | +88.2% | +228.3% | +328.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling