+3.6%
NVT vs PTEN
+79.8%
-76.3%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | -9.4% | -3.4% | -12.0% |
| 7D | -19.5% | -15.5% | -4.0% | -18.7% |
| 30D | -32.4% | -7.8% | -24.6% | -31.9% |
| 3M | -30.3% | +6.4% | -36.7% | -29.9% |
| 6M | -30.4% | -11.9% | -18.6% | -31.3% |
| YTD | +11.3% | +79.4% | -68.0% | +4.2% |
| 1Y | +3.6% | +84.9% | -81.3% | -2.8% |
| All | +3.6% | +79.8% | -76.3% | -2.8% |
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 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