+506.3%
NOW vs PTEN
-44.3%
+550.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.9% | -5.0% | -3.3% |
| 7D | -8.7% | -14.5% | +5.7% | -7.4% |
| 30D | -29.3% | -11.1% | -18.1% | -28.7% |
| 3M | -21.8% | -7.8% | -14.0% | -21.6% |
| 6M | +9.2% | -10.5% | +19.7% | +9.3% |
| YTD | -35.0% | +69.3% | -104.3% | -39.8% |
| 1Y | -42.5% | +70.5% | -113.0% | -46.9% |
| 3Y | -21.5% | -7.1% | -14.4% | -24.3% |
| 5Y | -25.8% | +29.1% | -54.9% | -31.6% |
| 10Y | +506.3% | -44.5% | +550.8% | +427.3% |
| All | +506.3% | -44.3% | +550.7% | +427.3% |
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