+99.0%
NTRA vs PTEN
+79.8%
+19.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -9.4% | +10.0% | -0.6% |
| 7D | -7.9% | -15.5% | +7.6% | -9.6% |
| 30D | -8.1% | -7.8% | -0.3% | -8.4% |
| 3M | +42.1% | +6.4% | +35.7% | +46.9% |
| 6M | +84.8% | -11.9% | +96.7% | +85.3% |
| YTD | +70.7% | +79.4% | -8.7% | +81.2% |
| 1Y | +99.0% | +84.9% | +14.1% | +112.2% |
| All | +99.0% | +79.8% | +19.2% | +112.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling