-52.9%
NVO vs PTEN
-3.7%
-49.2%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.4% | -1.7% | -2.1% |
| 7D | -7.6% | +3.5% | -11.0% | -7.7% |
| 30D | -6.0% | +17.5% | -23.5% | -6.6% |
| 3M | -0.8% | +12.7% | -13.5% | -1.2% |
| 6M | +16.5% | +33.1% | -16.6% | +14.0% |
| YTD | -11.1% | +116.4% | -127.6% | -16.6% |
| 1Y | -16.7% | +141.2% | -157.9% | -22.7% |
| 3Y | -52.9% | -3.8% | -49.1% | -55.0% |
| All | -52.9% | -3.7% | -49.2% | -55.0% |
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