-61.4%
NVD vs PTEN
+135.2%
-196.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.0% | -0.3% | -1.4% |
| 7D | -11.1% | +0.7% | -11.8% | -11.1% |
| 30D | -13.3% | +31.2% | -44.5% | -13.2% |
| 3M | -19.8% | +2.0% | -21.9% | -19.1% |
| 6M | -48.8% | +42.4% | -91.2% | -46.7% |
| YTD | -49.7% | +109.2% | -158.8% | -45.2% |
| 1Y | -61.4% | +122.3% | -183.7% | -57.2% |
| All | -61.4% | +135.2% | -196.6% | -57.2% |
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