-41.1%
NIO vs PTEN
+135.1%
-176.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.1% | -4.5% | -2.5% |
| 7D | -4.1% | -1.7% | -2.5% | -4.1% |
| 30D | -23.2% | +18.6% | -41.8% | -24.0% |
| 3M | -29.9% | +12.5% | -42.4% | -30.4% |
| 6M | -25.1% | +41.9% | -67.0% | -28.4% |
| YTD | -27.5% | +117.8% | -145.2% | -35.4% |
| 1Y | -41.1% | +145.3% | -186.4% | -48.5% |
| All | -41.1% | +135.1% | -176.1% | -48.5% |
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 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