-56.1%
NIO vs PTEN
-21.7%
-34.4%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +2.8% | -7.7% | -5.5% |
| 7D | -14.5% | +10.6% | -25.0% | -16.4% |
| 30D | -15.0% | -4.9% | -10.0% | -14.7% |
| 3M | -35.6% | +1.4% | -37.0% | -36.5% |
| 6M | -55.7% | -7.0% | -48.6% | -55.9% |
| YTD | -43.1% | +84.8% | -127.9% | -52.3% |
| 1Y | -53.5% | +95.7% | -149.2% | -61.7% |
| 3Y | -59.8% | +2.0% | -61.8% | -63.2% |
| 5Y | -93.2% | +48.0% | -141.2% | -94.6% |
| All | -56.1% | -21.7% | -34.4% | -68.5% |
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