+82.5%
NUE vs PTEN
+135.2%
-52.7%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.5% | -0.4% |
| 7D | +4.2% | +0.7% | +3.5% | +4.2% |
| 30D | -5.0% | +31.2% | -36.2% | -7.4% |
| 3M | -0.2% | +2.0% | -2.2% | -0.6% |
| 6M | +49.1% | +42.4% | +6.7% | +38.9% |
| YTD | +61.0% | +109.2% | -48.2% | +39.0% |
| 1Y | +82.5% | +122.3% | -39.8% | +52.7% |
| All | +82.5% | +135.2% | -52.7% | +52.7% |
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