+85.4%
IONS vs PTEN
-15.3%
+100.7%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.4% | -0.6% |
| 7D | -4.3% | +2.8% | -7.1% | -4.5% |
| 30D | +0.4% | +17.6% | -17.2% | -1.1% |
| 3M | -24.1% | +8.2% | -32.3% | -24.9% |
| 6M | -26.4% | +38.1% | -64.6% | -29.3% |
| YTD | -29.7% | +117.3% | -146.9% | -35.3% |
| 1Y | -13.0% | +146.1% | -159.1% | -21.3% |
| 3Y | +35.0% | -3.0% | +38.1% | +30.8% |
| 5Y | +54.2% | +93.5% | -39.3% | +35.4% |
| All | +85.4% | -15.3% | +100.7% | +67.2% |
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