-54.2%
NVD vs PTEN
+148.3%
-202.5%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.6% | +0.2% |
| 7D | +10.8% | +3.5% | +7.4% | +10.9% |
| 30D | +0.8% | +17.5% | -16.8% | +0.9% |
| 3M | -20.8% | +12.7% | -33.6% | -20.2% |
| 6M | -41.2% | +33.1% | -74.2% | -39.8% |
| YTD | -44.2% | +116.4% | -160.6% | -39.2% |
| 1Y | -54.2% | +141.2% | -195.3% | -49.8% |
| All | -54.2% | +148.3% | -202.5% | -49.8% |
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