+3,034.4%
NSC vs PTEN
+1,568.7%
+1,465.8%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.7% | -2.9% | +0.2% |
| 7D | -3.5% | -2.2% | -1.4% | -3.2% |
| 30D | +3.9% | -8.0% | +12.0% | +4.9% |
| 3M | -0.8% | -5.0% | +4.2% | -0.7% |
| 6M | +7.1% | -10.6% | +17.8% | +7.4% |
| YTD | +16.4% | +75.5% | -59.1% | +3.9% |
| 1Y | +16.9% | +70.2% | -53.3% | +4.7% |
| 3Y | +78.4% | -3.7% | +82.1% | +69.2% |
| 5Y | +33.1% | +34.9% | -1.8% | +14.0% |
| 10Y | +299.9% | -41.4% | +341.3% | +228.3% |
| All | +3,034.4% | +1,568.7% | +1,465.8% | +1,750.5% |
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