-93.1%
IOVA vs PTEN
-24.7%
-68.3%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +2.4% | -8.1% | -6.1% |
| 7D | -1.4% | +7.2% | -8.7% | -2.7% |
| 30D | -47.4% | -7.4% | -40.0% | -46.9% |
| 3M | +13.2% | -2.4% | +15.6% | +12.7% |
| 6M | +114.3% | -10.0% | +124.3% | +115.0% |
| YTD | +179.5% | +79.7% | +99.8% | +143.6% |
| 1Y | +200.4% | +86.5% | +113.9% | +159.9% |
| 3Y | +92.2% | -1.4% | +93.6% | +81.3% |
| 5Y | -63.8% | +43.9% | -107.7% | -69.4% |
| 10Y | +0.4% | -40.0% | +40.4% | -16.0% |
| All | -93.1% | -24.7% | -68.3% | -94.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling