+1,700.7%
NOK vs PTEN
+2,081.6%
-380.9%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.1% | -1.1% | +0.7% |
| 7D | +9.3% | -1.7% | +11.0% | +9.6% |
| 30D | +17.9% | +18.6% | -0.7% | +14.4% |
| 3M | -22.3% | +12.5% | -34.8% | -24.4% |
| 6M | +36.4% | +41.9% | -5.5% | +27.3% |
| YTD | +66.3% | +117.8% | -51.5% | +44.2% |
| 1Y | +134.4% | +145.3% | -10.9% | +98.1% |
| 3Y | +186.6% | -2.8% | +189.4% | +172.4% |
| 5Y | +102.7% | +93.4% | +9.3% | +61.9% |
| 10Y | +129.8% | -16.6% | +146.4% | +74.6% |
| All | +1,700.7% | +2,081.6% | -380.9% | +876.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling