+17.9%
NOW vs PTEN
-2.0%
+19.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.0% | -1.9% | -2.9% |
| 7D | -2.4% | +0.7% | -3.1% | -2.6% |
| 30D | +20.5% | +31.2% | -10.7% | +16.2% |
| 3M | +18.3% | +2.0% | +16.3% | +18.0% |
| 6M | +24.1% | +42.4% | -18.3% | +16.5% |
| YTD | -7.8% | +109.2% | -117.0% | -19.9% |
| 1Y | -21.4% | +122.3% | -143.7% | -33.1% |
| All | +17.9% | -2.0% | +19.9% | +6.3% |
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 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