+113.0%
NVTS vs PTEN
+135.2%
-22.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.0% | +7.3% | +6.6% |
| 7D | +2.7% | +0.7% | +2.0% | +2.4% |
| 30D | -4.5% | +31.2% | -35.7% | -13.0% |
| 3M | -61.5% | +2.0% | -63.6% | -61.5% |
| 6M | +28.0% | +42.4% | -14.4% | +7.5% |
| YTD | +65.3% | +109.2% | -43.9% | +17.8% |
| 1Y | +113.0% | +122.3% | -9.3% | +46.9% |
| All | +113.0% | +135.2% | -22.2% | +46.9% |
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 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