-16.3%
NOW vs PTEN
-13.8%
-2.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.3% |
| 7D | -3.0% | -25.5% | +22.5% | 0.0% |
| 30D | -26.0% | -11.7% | -14.4% | -25.4% |
| 3M | -13.1% | -0.5% | -12.6% | -14.1% |
| 6M | +14.5% | -12.9% | +27.4% | +15.0% |
| YTD | -33.4% | +67.1% | -100.5% | -41.4% |
| 1Y | -40.6% | +70.5% | -111.2% | -48.2% |
| 3Y | -16.3% | -10.4% | -5.9% | -21.7% |
| All | -16.3% | -13.8% | -2.6% | -21.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling