+302.4%
ROIV vs PTEN
+144.5%
+157.9%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.7% | -2.1% | +1.3% |
| 7D | +9.5% | -2.2% | +11.6% | +9.7% |
| 30D | +21.0% | -8.0% | +29.0% | +21.6% |
| 3M | +18.7% | -5.0% | +23.8% | +18.8% |
| 6M | +44.5% | -10.6% | +55.2% | +44.7% |
| YTD | +92.9% | +75.5% | +17.3% | +78.4% |
| 1Y | +100.2% | +70.2% | +30.1% | +85.5% |
| 3Y | +375.0% | -3.7% | +378.7% | +355.4% |
| 5Y | +435.2% | +34.9% | +400.2% | +430.5% |
| All | +302.4% | +144.5% | +157.9% | +304.3% |
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