-38.0%
NIO vs PTEN
+135.2%
-173.2%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.0% | -0.5% | -1.5% |
| 7D | -13.0% | +0.7% | -13.8% | -13.1% |
| 30D | -18.3% | +31.2% | -49.5% | -19.5% |
| 3M | -33.2% | +2.0% | -35.2% | -33.3% |
| 6M | -21.5% | +42.4% | -63.9% | -25.3% |
| YTD | -25.5% | +109.2% | -134.7% | -33.3% |
| 1Y | -38.0% | +122.3% | -160.3% | -45.9% |
| All | -38.0% | +135.2% | -173.2% | -45.9% |
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