+124.8%
NTAP vs PTEN
+94.7%
+30.1%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.1% | -4.5% | -2.7% |
| 7D | +2.2% | -1.7% | +3.9% | +2.4% |
| 30D | -7.0% | +18.6% | -25.6% | -9.8% |
| 3M | +12.3% | +12.5% | -0.1% | +9.3% |
| 6M | +85.1% | +41.9% | +43.3% | +71.9% |
| YTD | +74.8% | +117.8% | -43.0% | +50.2% |
| 1Y | +52.7% | +145.3% | -92.6% | +27.8% |
| 3Y | +147.7% | -2.8% | +150.5% | +131.9% |
| 5Y | +124.8% | +93.4% | +31.4% | +82.5% |
| All | +124.8% | +94.7% | +30.1% | +82.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling