+298.3%
NSC vs PTEN
-44.3%
+342.6%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.9% | -1.3% | +0.3% |
| 7D | -3.4% | -14.5% | +11.0% | -1.0% |
| 30D | +3.6% | -11.1% | +14.8% | +5.2% |
| 3M | -1.4% | -7.8% | +6.4% | -0.8% |
| 6M | +6.0% | -10.5% | +16.4% | +6.2% |
| YTD | +15.5% | +69.3% | -53.8% | +2.5% |
| 1Y | +16.2% | +70.5% | -54.3% | +2.8% |
| 3Y | +76.9% | -7.1% | +84.1% | +67.8% |
| 5Y | +29.3% | +29.1% | +0.2% | +9.3% |
| 10Y | +298.3% | -44.5% | +342.8% | +206.3% |
| All | +298.3% | -44.3% | +342.6% | +206.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling