+1,988.6%
NOW vs PTEN
-4.1%
+1,992.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +3.7% | -0.5% | +2.7% |
| 7D | -5.6% | -2.2% | -3.4% | -5.3% |
| 30D | -26.8% | -8.0% | -18.7% | -26.3% |
| 3M | -19.4% | -5.0% | -14.4% | -19.5% |
| 6M | +12.3% | -10.6% | +23.0% | +12.5% |
| YTD | -32.9% | +75.5% | -108.4% | -38.6% |
| 1Y | -40.3% | +70.2% | -110.5% | -45.3% |
| 3Y | -19.1% | -3.7% | -15.4% | -22.4% |
| 5Y | -24.4% | +34.9% | -59.3% | -31.9% |
| 10Y | +521.8% | -41.4% | +563.2% | +439.4% |
| All | +1,988.6% | -4.1% | +1,992.8% | +1,460.4% |
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 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