-27.3%
NRG vs PTEN
+148.3%
-175.6%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +1.6% |
| 7D | -4.7% | +3.5% | -8.1% | -4.7% |
| 30D | -6.0% | +17.5% | -23.5% | -6.1% |
| 3M | -8.0% | +12.7% | -20.7% | -8.6% |
| 6M | -23.2% | +33.1% | -56.2% | -24.4% |
| YTD | -28.1% | +116.4% | -144.5% | -33.4% |
| 1Y | -27.3% | +141.2% | -168.4% | -34.2% |
| All | -27.3% | +148.3% | -175.6% | -34.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling