-29.8%
NOW vs PTEN
+135.1%
-164.9%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.1% | -4.4% | -2.2% |
| 7D | -4.1% | -1.7% | -2.4% | -4.2% |
| 30D | +2.9% | +18.6% | -15.7% | +3.9% |
| 3M | +22.6% | +12.5% | +10.1% | +25.2% |
| 6M | +7.5% | +41.9% | -34.3% | +11.1% |
| YTD | -14.4% | +117.8% | -132.2% | -11.3% |
| 1Y | -29.8% | +145.3% | -175.1% | -28.7% |
| All | -29.8% | +135.1% | -164.9% | -28.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling