+649.9%
NVDL vs PTEN
-3.7%
+653.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | 0.0% |
| 7D | -10.3% | +3.5% | -13.8% | -11.4% |
| 30D | -7.1% | +17.5% | -24.7% | -12.3% |
| 3M | +6.6% | +12.7% | -6.1% | +1.0% |
| 6M | +21.1% | +33.1% | -12.0% | +3.7% |
| YTD | +15.2% | +116.4% | -101.2% | -21.6% |
| 1Y | +18.8% | +141.2% | -122.4% | -25.0% |
| 3Y | +649.9% | -3.8% | +653.7% | +455.5% |
| All | +649.9% | -3.7% | +653.6% | +455.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling