+37.6%
IONS vs PTEN
-1.7%
+39.3%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.9% | -4.3% | -2.5% |
| 7D | -5.3% | -1.0% | -4.3% | -5.2% |
| 30D | +0.3% | +29.3% | -29.0% | -1.6% |
| 3M | -22.9% | +7.2% | -30.1% | -23.5% |
| 6M | -23.4% | +43.5% | -66.9% | -26.4% |
| YTD | -28.3% | +113.2% | -141.6% | -33.8% |
| 1Y | -7.0% | +135.1% | -142.1% | -15.4% |
| 3Y | +37.6% | -4.8% | +42.5% | +43.1% |
| All | +37.6% | -1.7% | +39.3% | +43.1% |
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