+248.8%
NBIS vs PTEN
+135.2%
+113.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -1.0% | +8.5% | +7.6% |
| 7D | +8.2% | +0.7% | +7.5% | +8.1% |
| 30D | +3.4% | +31.2% | -27.8% | +0.4% |
| 3M | -12.8% | +2.0% | -14.8% | -15.2% |
| 6M | +131.5% | +42.4% | +89.1% | +117.8% |
| YTD | +170.5% | +109.2% | +61.3% | +148.0% |
| 1Y | +248.8% | +122.3% | +126.5% | +229.4% |
| All | +248.8% | +135.2% | +113.6% | +229.4% |
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