+114.3%
IOVA vs PTEN
-9.6%
+123.9%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +2.4% | -8.1% | -6.0% |
| 7D | -1.4% | +7.2% | -8.7% | -2.3% |
| 30D | -47.4% | -7.4% | -40.0% | -47.0% |
| 3M | +13.2% | -2.4% | +15.6% | +11.2% |
| 6M | +114.3% | -10.0% | +124.3% | +92.9% |
| All | +114.3% | -9.6% | +123.9% | +92.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling