+14,546.7%
NVDA vs PTEN
-15.6%
+14,562.3%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | 0.0% |
| 7D | -5.1% | +3.5% | -8.6% | -5.6% |
| 30D | -2.5% | +17.5% | -20.0% | -5.0% |
| 3M | +6.7% | +12.7% | -6.1% | +4.0% |
| 6M | +17.6% | +33.1% | -15.5% | +10.6% |
| YTD | +17.3% | +116.4% | -99.1% | +1.7% |
| 1Y | +23.5% | +141.2% | -117.7% | +4.5% |
| 3Y | +384.6% | -3.8% | +388.4% | +359.8% |
| 5Y | +875.4% | +92.7% | +782.7% | +710.6% |
| All | +14,546.7% | -15.6% | +14,562.3% | +11,519.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling