-99.1%
NVD vs PTEN
+0.2%
-99.3%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.6% | +0.1% |
| 7D | +10.8% | +3.5% | +7.4% | +12.1% |
| 30D | +0.8% | +17.5% | -16.8% | +6.8% |
| 3M | -20.8% | +12.7% | -33.6% | -16.8% |
| 6M | -41.2% | +33.1% | -74.2% | -33.7% |
| YTD | -44.2% | +116.4% | -160.6% | -20.7% |
| 1Y | -54.2% | +141.2% | -195.3% | -30.5% |
| 3Y | -99.1% | -3.8% | -95.3% | -98.7% |
| All | -99.1% | +0.2% | -99.3% | -98.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling