-12.9%
NVTS vs PTEN
+63.8%
-76.7%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.2% | -3.6% | -3.8% |
| 7D | +0.5% | +2.8% | -2.3% | -0.5% |
| 30D | -18.0% | +17.6% | -35.6% | -22.4% |
| 3M | -45.6% | +8.2% | -53.8% | -47.7% |
| 6M | +28.5% | +38.1% | -9.6% | +12.4% |
| YTD | +56.2% | +117.3% | -61.1% | +17.0% |
| 1Y | +97.7% | +146.1% | -48.4% | +41.4% |
| 3Y | +35.0% | -3.0% | +38.0% | +20.5% |
| All | -12.9% | +63.8% | -76.7% | -29.1% |
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