+2,494.8%
NVDL vs PTEN
-12.2%
+2,507.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.2% | -4.5% | -4.6% |
| 7D | -8.7% | +2.8% | -11.5% | -9.4% |
| 30D | -1.3% | +17.6% | -18.9% | -5.8% |
| 3M | +11.4% | +8.2% | +3.2% | +7.8% |
| 6M | +22.9% | +38.1% | -15.2% | +7.5% |
| YTD | +15.4% | +117.3% | -101.9% | -14.2% |
| 1Y | +18.8% | +146.1% | -127.3% | -16.9% |
| 3Y | +641.4% | -3.0% | +644.4% | +491.7% |
| All | +2,494.8% | -12.2% | +2,507.0% | +2,025.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling