+255.4%
IOVA vs PTEN
+148.3%
+107.1%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.4% | +6.0% | +5.7% |
| 7D | -2.2% | +3.5% | -5.6% | -2.5% |
| 30D | +27.6% | +17.5% | +10.1% | +25.2% |
| 3M | +117.2% | +12.7% | +104.4% | +109.3% |
| 6M | +77.7% | +33.1% | +44.6% | +68.2% |
| YTD | +215.0% | +116.4% | +98.6% | +163.3% |
| 1Y | +255.4% | +141.2% | +114.2% | +181.7% |
| All | +255.4% | +148.3% | +107.1% | +181.7% |
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 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