-91.7%
NIO vs PTEN
+25.5%
-117.2%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.9% | -5.7% | -4.2% |
| 7D | +2.8% | -14.5% | +17.3% | +5.8% |
| 30D | -8.4% | -11.1% | +2.8% | -6.8% |
| 3M | -32.0% | -7.8% | -24.1% | -31.6% |
| 6M | -43.9% | -10.5% | -33.4% | -43.8% |
| YTD | -35.7% | +69.3% | -105.0% | -45.3% |
| 1Y | -51.1% | +70.5% | -121.6% | -58.6% |
| 3Y | -54.7% | -7.1% | -47.6% | -57.7% |
| 5Y | -91.7% | +29.1% | -120.8% | -93.1% |
| All | -91.7% | +25.5% | -117.2% | -93.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling