+37.9%
NTR vs PTEN
-3.7%
+41.6%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.3% |
| 7D | -1.3% | +3.5% | -4.7% | -2.0% |
| 30D | +16.8% | +17.5% | -0.8% | +12.8% |
| 3M | +20.7% | +12.7% | +8.0% | +17.1% |
| 6M | +0.5% | +33.1% | -32.6% | -6.1% |
| YTD | +29.2% | +116.4% | -87.3% | +9.6% |
| 1Y | +39.6% | +141.2% | -101.6% | +15.2% |
| 3Y | +37.9% | -3.8% | +41.7% | +38.2% |
| All | +37.9% | -3.7% | +41.6% | +38.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling