-39.2%
IONS vs PTEN
-7.6%
-31.6%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.1% | +1.9% | -11.0% | -9.2% |
| 7D | -30.3% | -14.5% | -15.8% | -29.5% |
| 30D | -37.7% | -11.1% | -26.6% | -37.2% |
| 3M | -50.5% | -7.8% | -42.7% | -50.2% |
| 6M | -62.8% | -10.5% | -52.3% | -62.6% |
| YTD | -64.4% | +69.3% | -133.6% | -66.5% |
| 1Y | -59.5% | +70.5% | -130.0% | -61.9% |
| 3Y | -39.2% | -7.1% | -32.1% | -38.0% |
| All | -39.2% | -7.6% | -31.6% | -38.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling