+3,009.2%
NSC vs PTEN
+1,509.4%
+1,499.8%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.9% | -1.3% | +0.3% |
| 7D | -3.4% | -14.5% | +11.0% | -1.1% |
| 30D | +3.6% | -11.1% | +14.8% | +5.1% |
| 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% | +3.7% |
| 1Y | +16.2% | +70.5% | -54.3% | +4.0% |
| 3Y | +76.9% | -7.1% | +84.1% | +68.8% |
| 5Y | +29.3% | +29.1% | +0.2% | +11.5% |
| 10Y | +298.3% | -44.5% | +342.8% | +229.7% |
| All | +3,009.2% | +1,509.4% | +1,499.8% | +1,746.1% |
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