-39.8%
NOW vs PTEN
+90.8%
-130.6%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.8% | -1.2% | +1.8% |
| 7D | +0.3% | +10.6% | -10.3% | +1.2% |
| 30D | -27.0% | -4.9% | -22.0% | -27.3% |
| 3M | -19.6% | +1.4% | -21.1% | -19.7% |
| 6M | +17.5% | -7.0% | +24.5% | +19.0% |
| YTD | -33.3% | +84.8% | -118.0% | -25.8% |
| 1Y | -39.8% | +95.7% | -135.5% | -34.4% |
| All | -39.8% | +90.8% | -130.6% | -34.4% |
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 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