-9.1%
NVTS vs PTEN
+63.1%
-72.3%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.4% | +4.7% | +4.4% |
| 7D | -1.4% | +3.5% | -4.9% | -2.6% |
| 30D | -16.5% | +17.5% | -34.0% | -21.0% |
| 3M | -47.6% | +12.7% | -60.4% | -50.3% |
| 6M | +7.3% | +33.1% | -25.8% | -5.1% |
| YTD | +62.9% | +116.4% | -53.6% | +22.1% |
| 1Y | +91.3% | +141.2% | -49.9% | +37.7% |
| 3Y | +43.4% | -3.8% | +47.2% | +28.3% |
| All | -9.1% | +63.1% | -72.3% | -25.9% |
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