+140.2%
NI vs PTEN
-15.6%
+155.8%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | 0.0% |
| 7D | 0.0% | +3.5% | -3.4% | -0.2% |
| 30D | -1.4% | +17.5% | -18.9% | -2.5% |
| 3M | -10.6% | +12.7% | -23.3% | -11.5% |
| 6M | -9.3% | +33.1% | -42.4% | -11.5% |
| YTD | +1.1% | +116.4% | -115.3% | -4.8% |
| 1Y | +3.4% | +141.2% | -137.8% | -3.6% |
| 3Y | +67.9% | -3.8% | +71.7% | +64.4% |
| 5Y | +98.0% | +92.7% | +5.2% | +82.0% |
| All | +140.2% | -15.6% | +155.8% | +87.4% |
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 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