-23.9%
NVDX vs PTEN
+79.8%
-103.7%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -9.4% | +3.2% | -5.9% |
| 7D | -14.1% | -15.5% | +1.4% | -13.7% |
| 30D | -31.3% | -7.8% | -23.5% | -31.1% |
| 3M | -16.2% | +6.4% | -22.6% | -15.4% |
| 6M | -11.9% | -11.9% | 0.0% | -12.7% |
| YTD | -9.4% | +79.4% | -88.8% | -16.4% |
| 1Y | -23.9% | +84.9% | -108.8% | -29.5% |
| All | -23.9% | +79.8% | -103.7% | -29.5% |
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 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