+40.6%
NVDL vs PTEN
+135.2%
-94.6%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.0% | +2.7% | +1.7% |
| 7D | +11.7% | +0.7% | +11.0% | +11.6% |
| 30D | +7.8% | +31.2% | -23.4% | +7.7% |
| 3M | +3.3% | +2.0% | +1.3% | +2.6% |
| 6M | +38.9% | +42.4% | -3.5% | +33.4% |
| YTD | +28.5% | +109.2% | -80.7% | +18.5% |
| 1Y | +40.6% | +122.3% | -81.7% | +28.2% |
| All | +40.6% | +135.2% | -94.6% | +28.2% |
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