+19,285.3%
NTAP vs PTEN
+1,002.6%
+18,282.7%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.8% | -5.3% | -3.1% |
| 7D | +7.2% | +10.6% | -3.4% | +5.0% |
| 30D | -18.4% | -4.9% | -13.4% | -17.7% |
| 3M | -11.3% | +1.4% | -12.8% | -12.2% |
| 6M | +53.8% | -7.0% | +60.8% | +53.8% |
| YTD | +72.0% | +84.8% | -12.8% | +47.9% |
| 1Y | +68.0% | +95.7% | -27.7% | +42.7% |
| 3Y | +149.5% | +2.0% | +147.5% | +132.1% |
| 5Y | +125.6% | +48.0% | +77.6% | +81.6% |
| 10Y | +583.1% | -38.3% | +621.5% | +430.5% |
| All | +19,285.3% | +1,002.6% | +18,282.7% | +9,718.2% |
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