+41.5%
NU vs PTEN
+80.1%
-38.6%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.4% | -2.3% | -2.6% |
| 7D | -4.9% | +3.5% | -8.3% | -5.4% |
| 30D | +7.8% | +17.5% | -9.7% | +4.7% |
| 3M | +20.9% | +12.7% | +8.2% | +17.6% |
| 6M | +0.9% | +33.1% | -32.2% | -6.6% |
| YTD | -12.7% | +116.4% | -129.1% | -27.6% |
| 1Y | -6.4% | +141.2% | -147.6% | -24.7% |
| 3Y | +98.1% | -3.8% | +101.9% | +85.4% |
| All | +41.5% | +80.1% | -38.6% | -12.1% |
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 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