+510.3%
IQV vs PTEN
-25.1%
+535.4%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.1% | -3.0% | -1.1% |
| 7D | -2.6% | -1.7% | -0.9% | -2.4% |
| 30D | +6.2% | +18.6% | -12.4% | +3.7% |
| 3M | +38.0% | +12.5% | +25.5% | +34.8% |
| 6M | +43.9% | +41.9% | +2.1% | +35.1% |
| YTD | +14.0% | +117.8% | -103.8% | +0.5% |
| 1Y | +35.5% | +145.3% | -109.8% | +17.0% |
| 3Y | +20.3% | -2.8% | +23.2% | +14.8% |
| 5Y | -1.6% | +93.4% | -95.1% | -17.7% |
| 10Y | +233.4% | -16.6% | +250.0% | +150.0% |
| All | +510.3% | -25.1% | +535.4% | +348.3% |
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