+848.3%
NVDX vs PTEN
+6.5%
+841.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.1% | -4.0% | -2.7% |
| 7D | -0.9% | -1.7% | +0.8% | -0.5% |
| 30D | +3.0% | +18.6% | -15.6% | -3.3% |
| 3M | +6.8% | +12.5% | -5.7% | +0.8% |
| 6M | +28.6% | +41.9% | -13.3% | +6.1% |
| YTD | +17.0% | +117.8% | -100.8% | -22.0% |
| 1Y | +27.0% | +145.3% | -118.3% | -22.3% |
| All | +848.3% | +6.5% | +841.8% | +675.3% |
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