+22.8%
NXT vs PTEN
+148.3%
-125.5%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.4% | +2.3% | +1.9% |
| 7D | -1.9% | +3.5% | -5.4% | -1.8% |
| 30D | -20.0% | +17.5% | -37.6% | -19.7% |
| 3M | -30.7% | +12.7% | -43.5% | -29.8% |
| 6M | -29.0% | +33.1% | -62.1% | -30.3% |
| YTD | -4.8% | +116.4% | -121.3% | -17.9% |
| 1Y | +22.8% | +141.2% | -118.4% | +6.3% |
| All | +22.8% | +148.3% | -125.5% | +6.3% |
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