+273.8%
ROIV vs PTEN
+132.7%
+141.1%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.3% | +6.5% | +6.2% |
| 7D | +5.3% | -25.5% | +30.9% | +8.1% |
| 30D | +11.9% | -11.7% | +23.6% | +12.9% |
| 3M | +10.7% | -0.5% | +11.2% | +10.2% |
| 6M | +34.9% | -12.9% | +47.8% | +35.4% |
| YTD | +79.2% | +67.1% | +12.1% | +66.5% |
| 1Y | +89.0% | +70.5% | +18.5% | +74.9% |
| 3Y | +337.3% | -10.4% | +347.8% | +322.0% |
| 5Y | +402.3% | +23.7% | +378.7% | +401.2% |
| All | +273.8% | +132.7% | +141.1% | +277.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling