-10.8%
NVTS vs PTEN
+79.8%
-90.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -9.4% | +18.4% | +11.4% |
| 7D | -0.3% | -15.5% | +15.2% | +3.8% |
| 30D | -24.4% | -7.8% | -16.6% | -23.4% |
| 3M | -26.5% | +6.4% | -32.9% | -29.4% |
| 6M | -41.4% | -11.9% | -29.5% | -39.5% |
| YTD | +30.7% | +79.4% | -48.7% | -15.2% |
| 1Y | -10.8% | +84.9% | -95.7% | -43.6% |
| All | -10.8% | +79.8% | -90.6% | -43.6% |
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