-50.9%
NIO vs PTEN
-25.6%
-25.3%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.7% | -4.9% | -2.0% |
| 7D | -1.8% | -2.2% | +0.3% | -1.4% |
| 30D | -6.6% | -8.0% | +1.4% | -5.6% |
| 3M | -29.9% | -5.0% | -24.8% | -29.9% |
| 6M | -46.6% | -10.6% | -36.0% | -46.5% |
| YTD | -36.5% | +75.5% | -112.0% | -46.1% |
| 1Y | -51.1% | +70.2% | -121.3% | -58.4% |
| 3Y | -55.2% | -3.7% | -51.5% | -58.4% |
| 5Y | -92.3% | +34.9% | -127.3% | -93.7% |
| All | -50.9% | -25.6% | -25.3% | -64.4% |
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 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