+2,383.3%
NI vs PTEN
+1,927.4%
+455.9%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.9% | -0.7% | +1.1% |
| 7D | +2.3% | -1.0% | +3.3% | +2.4% |
| 30D | -1.7% | +29.3% | -31.0% | -4.0% |
| 3M | -8.0% | +7.2% | -15.2% | -8.9% |
| 6M | -8.6% | +43.5% | -52.2% | -12.3% |
| YTD | +2.3% | +113.2% | -110.9% | -5.4% |
| 1Y | +6.9% | +135.1% | -128.1% | -2.4% |
| 3Y | +70.6% | -4.8% | +75.4% | +65.8% |
| 5Y | +96.4% | +94.6% | +1.8% | +73.3% |
| 10Y | +136.1% | -24.2% | +160.3% | +102.1% |
| All | +2,383.3% | +1,927.4% | +455.9% | +1,533.3% |
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