+28.0%
NBIS vs PTEN
+79.8%
-51.8%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -9.4% | +2.7% | -5.2% |
| 7D | -22.4% | -15.5% | -6.9% | -20.4% |
| 30D | -39.1% | -7.8% | -31.4% | -38.2% |
| 3M | -37.3% | +6.4% | -43.7% | -38.0% |
| 6M | -19.8% | -11.9% | -7.9% | -20.7% |
| YTD | +69.1% | +79.4% | -10.3% | +29.3% |
| 1Y | +28.0% | +84.9% | -56.9% | -3.6% |
| All | +28.0% | +79.8% | -51.8% | -3.6% |
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 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