+51.1%
NEM vs PTEN
+79.8%
-28.7%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -9.4% | +19.3% | +8.9% |
| 7D | +3.7% | -15.5% | +19.2% | +2.2% |
| 30D | +2.0% | -7.8% | +9.8% | +1.2% |
| 3M | +21.1% | +6.4% | +14.7% | +21.6% |
| 6M | +9.5% | -11.9% | +21.4% | +8.0% |
| YTD | +19.1% | +79.4% | -60.3% | +13.6% |
| 1Y | +51.1% | +84.9% | -33.8% | +43.7% |
| All | +51.1% | +79.8% | -28.7% | +43.7% |
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