-53.9%
NIO vs PTEN
+79.8%
-133.7%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -9.4% | +12.8% | +3.3% |
| 7D | -0.6% | -15.5% | +14.9% | -0.7% |
| 30D | -3.5% | -7.8% | +4.3% | -3.6% |
| 3M | -30.7% | +6.4% | -37.1% | -31.0% |
| 6M | -45.6% | -11.9% | -33.8% | -45.8% |
| YTD | -35.3% | +79.4% | -114.7% | -39.5% |
| 1Y | -53.9% | +84.9% | -138.8% | -57.4% |
| All | -53.9% | +79.8% | -133.7% | -57.4% |
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 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