-45.8%
NIO vs PTEN
-7.9%
-37.8%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.2% | -3.0% | -3.2% |
| 7D | -7.3% | +2.8% | -10.0% | -7.8% |
| 30D | -22.5% | +17.6% | -40.1% | -25.3% |
| 3M | -30.9% | +8.2% | -39.1% | -32.7% |
| 6M | -37.2% | +38.1% | -75.3% | -42.9% |
| YTD | -29.8% | +117.3% | -147.1% | -42.7% |
| 1Y | -37.4% | +146.1% | -183.5% | -50.7% |
| 3Y | -64.3% | -3.0% | -61.3% | -66.6% |
| 5Y | -90.6% | +93.5% | -184.0% | -92.9% |
| All | -45.8% | -7.9% | -37.8% | -62.1% |
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