+712.5%
NVT vs PTEN
-21.4%
+733.9%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.2% | -1.9% | -2.1% |
| 7D | +2.0% | +2.8% | -0.8% | +1.3% |
| 30D | -7.2% | +17.6% | -24.7% | -11.0% |
| 3M | -0.9% | +8.2% | -9.1% | -3.8% |
| 6M | +42.6% | +38.1% | +4.5% | +28.2% |
| YTD | +52.9% | +117.3% | -64.4% | +21.6% |
| 1Y | +64.5% | +146.1% | -81.6% | +25.5% |
| 3Y | +178.0% | -3.0% | +181.0% | +158.7% |
| 5Y | +402.8% | +93.5% | +309.3% | +257.7% |
| All | +712.5% | -21.4% | +733.9% | +427.8% |
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 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