+87.8%
NUE vs PTEN
+79.8%
+8.0%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -9.4% | +7.3% | -1.2% |
| 7D | -1.4% | -15.5% | +14.0% | -0.2% |
| 30D | +6.6% | -7.8% | +14.4% | +7.0% |
| 3M | -2.0% | +6.4% | -8.4% | -2.6% |
| 6M | +19.2% | -11.9% | +31.1% | +19.7% |
| YTD | +65.6% | +79.4% | -13.8% | +43.1% |
| 1Y | +87.8% | +84.9% | +2.9% | +62.0% |
| All | +87.8% | +79.8% | +8.0% | +62.0% |
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