+45.2%
NU vs PTEN
+81.2%
-36.0%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.1% | -4.3% | -2.5% |
| 7D | -2.6% | -1.7% | -0.9% | -2.4% |
| 30D | +8.2% | +18.6% | -10.4% | +4.9% |
| 3M | +26.3% | +12.5% | +13.8% | +22.7% |
| 6M | +2.2% | +41.9% | -39.6% | -6.7% |
| YTD | -10.4% | +117.8% | -128.2% | -25.8% |
| 1Y | -3.0% | +145.3% | -148.3% | -22.2% |
| 3Y | +120.3% | -2.8% | +123.1% | +105.7% |
| All | +45.2% | +81.2% | -36.0% | -9.9% |
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