+44.3%
IOVA vs PTEN
-5.2%
+49.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.9% | -3.0% | -1.6% |
| 7D | +5.1% | -1.0% | +6.1% | +5.3% |
| 30D | +37.2% | +29.3% | +7.9% | +26.9% |
| 3M | +117.5% | +7.2% | +110.3% | +110.3% |
| 6M | +69.6% | +43.5% | +26.0% | +45.8% |
| YTD | +218.7% | +113.2% | +105.4% | +135.7% |
| 1Y | +265.5% | +135.1% | +130.5% | +158.4% |
| All | +44.3% | -5.2% | +49.4% | +19.9% |
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