+803.3%
NVDX vs PTEN
+5.8%
+797.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.2% |
| 7D | -10.2% | +3.5% | -13.7% | -11.3% |
| 30D | -7.3% | +17.5% | -24.9% | -12.7% |
| 3M | +5.5% | +12.7% | -7.2% | -0.2% |
| 6M | +18.3% | +33.1% | -14.8% | +0.6% |
| YTD | +11.4% | +116.4% | -105.0% | -25.5% |
| 1Y | +12.7% | +141.2% | -128.5% | -30.5% |
| All | +803.3% | +5.8% | +797.5% | +640.1% |
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 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