+378.0%
IOVA vs PTEN
+79.8%
+298.2%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -9.4% | +7.9% | -1.5% |
| 7D | -41.3% | -15.5% | -25.8% | -41.2% |
| 30D | -38.5% | -7.8% | -30.7% | -38.4% |
| 3M | +99.5% | +6.4% | +93.1% | +96.9% |
| 6M | +126.0% | -11.9% | +137.8% | +117.5% |
| YTD | +218.7% | +79.4% | +139.3% | +190.9% |
| 1Y | +378.0% | +84.9% | +293.1% | +318.8% |
| All | +378.0% | +79.8% | +298.2% | +318.8% |
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