+115.1%
NOK vs PTEN
+87.9%
+27.2%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -0.4% | +5.2% | +4.9% |
| 7D | +11.0% | +3.5% | +7.5% | +10.5% |
| 30D | +7.8% | +17.5% | -9.7% | +5.5% |
| 3M | -21.0% | +12.7% | -33.7% | -22.6% |
| 6M | +40.9% | +33.1% | +7.8% | +34.8% |
| YTD | +72.0% | +116.4% | -44.4% | +54.7% |
| 1Y | +140.9% | +141.2% | -0.3% | +112.6% |
| 3Y | +194.3% | -3.8% | +198.1% | +184.5% |
| All | +115.1% | +87.9% | +27.2% | +85.9% |
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