+1,924.6%
NOW vs PTEN
-7.5%
+1,932.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.9% | -5.0% | -3.3% |
| 7D | -8.7% | -14.5% | +5.7% | -7.2% |
| 30D | -29.3% | -11.1% | -18.1% | -28.6% |
| 3M | -21.8% | -7.8% | -14.0% | -21.6% |
| 6M | +9.2% | -10.5% | +19.7% | +9.3% |
| YTD | -35.0% | +69.3% | -104.3% | -40.3% |
| 1Y | -42.5% | +70.5% | -113.0% | -47.3% |
| 3Y | -21.5% | -7.1% | -14.4% | -24.5% |
| 5Y | -25.8% | +29.1% | -54.9% | -32.8% |
| 10Y | +506.3% | -44.5% | +550.8% | +429.7% |
| All | +1,924.6% | -7.5% | +1,932.1% | +1,418.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling