+1,711.9%
NTRA vs PTEN
-13.2%
+1,725.1%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.2% | -1.0% | -1.2% |
| 7D | -0.5% | +2.8% | -3.3% | -0.9% |
| 30D | +4.3% | +17.6% | -13.3% | +1.6% |
| 3M | +50.6% | +8.2% | +42.5% | +47.6% |
| 6M | +63.9% | +38.1% | +25.8% | +52.5% |
| YTD | +42.4% | +117.3% | -74.9% | +22.2% |
| 1Y | +92.1% | +146.1% | -54.0% | +60.6% |
| 3Y | +501.7% | -3.0% | +504.8% | +468.2% |
| 5Y | +171.4% | +93.5% | +78.0% | +117.8% |
| 10Y | +3,161.4% | -16.8% | +3,178.2% | +2,353.2% |
| All | +1,711.9% | -13.2% | +1,725.1% | +1,214.1% |
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