+66.0%
NUE vs PTEN
-3.7%
+69.7%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +1.9% | +1.7% |
| 7D | -0.6% | +3.5% | -4.1% | -1.5% |
| 30D | -4.6% | +17.5% | -22.1% | -8.6% |
| 3M | -0.3% | +12.7% | -13.0% | -4.2% |
| 6M | +51.9% | +33.1% | +18.8% | +36.3% |
| YTD | +60.0% | +116.4% | -56.5% | +22.2% |
| 1Y | +82.9% | +141.2% | -58.3% | +33.0% |
| 3Y | +66.0% | -3.8% | +69.8% | +43.3% |
| All | +66.0% | -3.7% | +69.7% | +43.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling