-64.9%
IOVA vs PTEN
+94.7%
-159.6%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +2.1% | -5.2% | -3.6% |
| 7D | -2.2% | -1.7% | -0.5% | -1.9% |
| 30D | +31.7% | +18.6% | +13.1% | +26.4% |
| 3M | +117.3% | +12.5% | +104.8% | +109.5% |
| 6M | +55.8% | +41.9% | +14.0% | +39.6% |
| YTD | +208.8% | +117.8% | +91.0% | +146.8% |
| 1Y | +255.7% | +145.3% | +110.4% | +174.6% |
| 3Y | +41.7% | -2.8% | +44.5% | +27.4% |
| 5Y | -64.9% | +93.4% | -158.3% | -73.7% |
| All | -64.9% | +94.7% | -159.6% | -73.7% |
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