+46.5%
NTR vs PTEN
+87.9%
-41.4%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.3% |
| 7D | -1.3% | +3.5% | -4.7% | -2.1% |
| 30D | +16.8% | +17.5% | -0.8% | +12.0% |
| 3M | +20.7% | +12.7% | +8.0% | +16.2% |
| 6M | +0.5% | +33.1% | -32.6% | -7.7% |
| YTD | +29.2% | +116.4% | -87.3% | +4.6% |
| 1Y | +39.6% | +141.2% | -101.6% | +9.1% |
| 3Y | +37.9% | -3.8% | +41.7% | +32.2% |
| All | +46.5% | +87.9% | -41.4% | +15.4% |
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