-90.4%
NIO vs PTEN
+94.7%
-185.0%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.1% | -4.5% | -2.8% |
| 7D | -4.1% | -1.7% | -2.5% | -3.9% |
| 30D | -23.2% | +18.6% | -41.8% | -26.1% |
| 3M | -29.9% | +12.5% | -42.4% | -32.3% |
| 6M | -25.1% | +41.9% | -67.0% | -32.2% |
| YTD | -27.5% | +117.8% | -145.2% | -41.0% |
| 1Y | -41.1% | +145.3% | -186.4% | -53.8% |
| 3Y | -63.1% | -2.8% | -60.3% | -65.4% |
| 5Y | -90.4% | +93.4% | -183.8% | -92.5% |
| All | -90.4% | +94.7% | -185.0% | -92.5% |
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 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