-58.0%
NCLH vs PTEN
-15.6%
-42.3%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +1.9% |
| 7D | -4.8% | +3.5% | -8.3% | -6.0% |
| 30D | -21.7% | +17.5% | -39.2% | -26.7% |
| 3M | -22.2% | +12.7% | -35.0% | -28.0% |
| 6M | -27.5% | +33.1% | -60.6% | -39.7% |
| YTD | -33.6% | +116.4% | -150.0% | -55.3% |
| 1Y | -45.0% | +141.2% | -186.2% | -65.0% |
| 3Y | -11.0% | -3.8% | -7.2% | -23.0% |
| 5Y | -39.7% | +92.7% | -132.4% | -66.6% |
| All | -58.0% | -15.6% | -42.3% | -83.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling