-30.2%
NVD vs PTEN
+79.8%
-110.0%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -9.4% | +15.8% | +6.2% |
| 7D | +15.0% | -15.5% | +30.4% | +14.5% |
| 30D | +39.3% | -7.8% | +47.1% | +38.9% |
| 3M | +3.1% | +6.4% | -3.3% | +2.2% |
| 6M | -19.0% | -11.9% | -7.1% | -18.0% |
| YTD | -35.5% | +79.4% | -114.9% | -29.9% |
| 1Y | -30.2% | +84.9% | -115.1% | -24.3% |
| All | -30.2% | +79.8% | -110.0% | -24.3% |
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 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