+750.3%
NVT vs PTEN
-21.7%
+771.9%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.4% | +5.0% | +4.7% |
| 7D | +4.1% | +3.5% | +0.6% | +3.2% |
| 30D | -5.1% | +17.5% | -22.7% | -9.0% |
| 3M | -1.2% | +12.7% | -13.9% | -4.9% |
| 6M | +46.6% | +33.1% | +13.5% | +33.0% |
| YTD | +60.0% | +116.4% | -56.4% | +27.4% |
| 1Y | +70.8% | +141.2% | -70.4% | +31.0% |
| 3Y | +187.5% | -3.8% | +191.3% | +168.1% |
| 5Y | +426.1% | +92.7% | +333.4% | +274.7% |
| All | +750.3% | -21.7% | +771.9% | +452.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling