+54.5%
IONS vs PTEN
+94.7%
-40.2%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.1% | -3.3% | -1.4% |
| 7D | -8.7% | -1.7% | -7.0% | -8.5% |
| 30D | -1.6% | +18.6% | -20.2% | -3.1% |
| 3M | -24.9% | +12.5% | -37.3% | -25.9% |
| 6M | -25.7% | +41.9% | -67.5% | -28.6% |
| YTD | -29.2% | +117.8% | -147.0% | -34.8% |
| 1Y | -13.0% | +145.3% | -158.3% | -21.2% |
| 3Y | +35.9% | -2.8% | +38.7% | +31.5% |
| 5Y | +54.5% | +93.4% | -38.9% | +33.7% |
| All | +54.5% | +94.7% | -40.2% | +33.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling