-92.9%
IOVA vs PTEN
-22.6%
-70.3%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.8% | -1.1% | +1.2% |
| 7D | -3.5% | +10.6% | -14.1% | -5.2% |
| 30D | -45.4% | -4.9% | -40.5% | -45.1% |
| 3M | +19.0% | +1.4% | +17.6% | +17.6% |
| 6M | +112.0% | -7.0% | +119.0% | +111.4% |
| YTD | +184.2% | +84.8% | +99.5% | +146.6% |
| 1Y | +222.0% | +95.7% | +126.3% | +176.2% |
| 3Y | +92.6% | +2.0% | +90.6% | +80.6% |
| 5Y | -63.2% | +48.0% | -111.1% | -69.0% |
| 10Y | +2.1% | -38.3% | +40.5% | -14.9% |
| All | -92.9% | -22.6% | -70.3% | -94.6% |
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