+37.3%
IQV vs PTEN
+148.3%
-111.0%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +1.7% |
| 7D | -2.2% | +3.5% | -5.7% | -2.0% |
| 30D | +8.3% | +17.5% | -9.2% | +9.3% |
| 3M | +44.6% | +12.7% | +31.8% | +48.2% |
| 6M | +52.6% | +33.1% | +19.5% | +53.3% |
| YTD | +16.1% | +116.4% | -100.3% | +8.9% |
| 1Y | +37.3% | +141.2% | -103.9% | +24.4% |
| All | +37.3% | +148.3% | -111.0% | +24.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling