-58.4%
IONS vs PTEN
+90.8%
-149.2%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +2.8% | +3.6% | +6.3% |
| 7D | -26.3% | +10.6% | -36.9% | -26.5% |
| 30D | -31.9% | -4.9% | -27.0% | -31.7% |
| 3M | -48.0% | +1.4% | -49.4% | -47.6% |
| 6M | -62.6% | -7.0% | -55.5% | -62.7% |
| YTD | -63.3% | +84.8% | -148.0% | -64.3% |
| 1Y | -58.4% | +95.7% | -154.1% | -59.6% |
| All | -58.4% | +90.8% | -149.2% | -59.6% |
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