+176.5%
NXT vs PTEN
+2.7%
+173.8%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.8% | -1.3% | +1.2% |
| 7D | -9.4% | +10.6% | -20.0% | -10.4% |
| 30D | +15.1% | -4.9% | +20.0% | +14.7% |
| 3M | -9.1% | +1.4% | -10.6% | -10.7% |
| 6M | -30.3% | -7.0% | -23.3% | -30.8% |
| YTD | +9.1% | +84.8% | -75.7% | -10.3% |
| 1Y | +7.9% | +95.7% | -87.8% | -12.8% |
| 3Y | +176.5% | +2.0% | +174.5% | +162.2% |
| All | +176.5% | +2.7% | +173.8% | +162.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling