-20.1%
NVDL vs PTEN
+79.8%
-99.9%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -9.4% | +3.3% | -5.8% |
| 7D | -14.0% | -15.5% | +1.4% | -13.6% |
| 30D | -31.2% | -7.8% | -23.4% | -31.0% |
| 3M | -15.5% | +6.4% | -21.9% | -14.7% |
| 6M | -10.3% | -11.9% | +1.6% | -11.1% |
| YTD | -5.8% | +79.4% | -85.2% | -13.1% |
| 1Y | -20.1% | +84.9% | -105.0% | -26.1% |
| All | -20.1% | +79.8% | -99.9% | -26.1% |
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