+790.9%
NOW vs PTEN
-21.6%
+812.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.1% | -4.4% | -2.5% |
| 7D | -4.1% | -1.7% | -2.4% | -4.0% |
| 30D | +2.9% | +18.6% | -15.7% | +0.9% |
| 3M | +22.6% | +12.5% | +10.1% | +20.3% |
| 6M | +7.5% | +41.9% | -34.3% | +2.6% |
| YTD | -14.4% | +117.8% | -132.2% | -22.5% |
| 1Y | -29.8% | +145.3% | -175.1% | -37.5% |
| 3Y | +9.2% | -2.8% | +12.1% | +5.0% |
| 5Y | +0.8% | +93.4% | -92.6% | -10.5% |
| 10Y | +790.9% | -16.6% | +807.5% | +636.4% |
| All | +790.9% | -21.6% | +812.5% | +636.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling