+335.7%
NSC vs PTEN
-21.6%
+357.3%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.1% | -3.5% | -1.8% |
| 7D | -2.0% | -1.7% | -0.4% | -1.8% |
| 30D | -3.2% | +18.6% | -21.8% | -6.1% |
| 3M | +3.9% | +12.5% | -8.5% | +1.0% |
| 6M | +7.8% | +41.9% | -34.1% | -0.2% |
| YTD | +13.4% | +117.8% | -104.4% | -2.9% |
| 1Y | +20.3% | +145.3% | -125.0% | +0.1% |
| 3Y | +76.1% | -2.8% | +78.9% | +66.6% |
| 5Y | +45.0% | +93.4% | -48.4% | +14.3% |
| 10Y | +335.7% | -16.6% | +352.3% | +212.3% |
| All | +335.7% | -21.6% | +357.3% | +212.3% |
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