+562.2%
NTAP vs PTEN
-38.4%
+600.6%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.8% | -5.3% | -3.0% |
| 7D | +7.2% | +10.6% | -3.4% | +5.2% |
| 30D | -18.4% | -4.9% | -13.4% | -17.8% |
| 3M | -11.3% | +1.4% | -12.8% | -12.1% |
| 6M | +53.8% | -7.0% | +60.8% | +53.9% |
| YTD | +72.0% | +84.8% | -12.8% | +50.2% |
| 1Y | +68.0% | +95.7% | -27.7% | +45.0% |
| 3Y | +149.5% | +2.0% | +147.5% | +133.5% |
| 5Y | +125.6% | +48.0% | +77.6% | +85.5% |
| All | +562.2% | -38.4% | +600.6% | +412.1% |
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 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