+92.7%
NXT vs PTEN
-3.1%
+95.9%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +2.1% | -5.7% | -3.9% |
| 7D | -0.2% | -1.7% | +1.5% | 0.0% |
| 30D | -20.0% | +18.6% | -38.5% | -22.2% |
| 3M | -30.9% | +12.5% | -43.4% | -32.6% |
| 6M | -23.8% | +41.9% | -65.7% | -30.5% |
| YTD | -5.4% | +117.8% | -123.2% | -22.9% |
| 1Y | +28.0% | +145.3% | -117.3% | +0.9% |
| All | +92.7% | -3.1% | +95.9% | +76.7% |
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