+2.6%
NOW vs PTEN
+88.2%
-85.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +1.9% | -6.9% | -5.2% |
| 7D | -6.1% | -1.0% | -5.1% | -6.0% |
| 30D | +7.5% | +29.3% | -21.8% | +3.5% |
| 3M | +17.5% | +7.2% | +10.3% | +15.7% |
| 6M | +7.9% | +43.5% | -35.6% | +1.0% |
| YTD | -12.4% | +113.2% | -125.6% | -23.7% |
| 1Y | -28.6% | +135.1% | -163.6% | -39.2% |
| 3Y | +11.8% | -4.8% | +16.7% | +6.0% |
| 5Y | +2.6% | +94.6% | -92.0% | -8.4% |
| All | +2.6% | +88.2% | -85.5% | -8.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling