+401.9%
NEM vs PTEN
+1,927.4%
-1,525.5%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.9% | -2.7% | -1.1% |
| 7D | +3.9% | -1.0% | +4.9% | +4.0% |
| 30D | +12.7% | +29.3% | -16.6% | +8.5% |
| 3M | +28.7% | +7.2% | +21.4% | +26.4% |
| 6M | +9.8% | +43.5% | -33.8% | +2.5% |
| YTD | +28.1% | +113.2% | -85.1% | +12.7% |
| 1Y | +69.3% | +135.1% | -65.7% | +46.4% |
| 3Y | +247.7% | -4.8% | +252.5% | +231.6% |
| 5Y | +153.4% | +94.6% | +58.8% | +106.7% |
| 10Y | +291.3% | -24.2% | +315.5% | +206.7% |
| All | +401.9% | +1,927.4% | -1,525.5% | +128.0% |
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