+420.3%
NVT vs PTEN
+87.9%
+332.4%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.4% | +5.0% | +4.7% |
| 7D | +4.1% | +3.5% | +0.6% | +3.3% |
| 30D | -5.1% | +17.5% | -22.7% | -8.5% |
| 3M | -1.2% | +12.7% | -13.9% | -4.4% |
| 6M | +46.6% | +33.1% | +13.5% | +34.6% |
| YTD | +60.0% | +116.4% | -56.4% | +30.2% |
| 1Y | +70.8% | +141.2% | -70.4% | +34.3% |
| 3Y | +187.5% | -3.8% | +191.3% | +164.8% |
| All | +420.3% | +87.9% | +332.4% | +300.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling