+875.7%
NVDA vs PTEN
+89.3%
+786.4%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.2% | -2.0% | -2.2% |
| 7D | -4.3% | +2.8% | -7.1% | -4.8% |
| 30D | +0.5% | +17.6% | -17.1% | -2.6% |
| 3M | +9.1% | +8.2% | +0.9% | +6.7% |
| 6M | +18.5% | +38.1% | -19.6% | +9.1% |
| YTD | +17.4% | +117.3% | -99.9% | -2.1% |
| 1Y | +23.4% | +146.1% | -122.7% | -0.6% |
| 3Y | +380.6% | -3.0% | +383.6% | +346.1% |
| 5Y | +875.7% | +93.5% | +782.3% | +721.6% |
| All | +875.7% | +89.3% | +786.4% | +721.6% |
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