+170.4%
NXT vs PTEN
-7.5%
+177.9%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +2.1% | -5.7% | -4.0% |
| 7D | -0.2% | -1.7% | +1.5% | 0.0% |
| 30D | -20.0% | +18.6% | -38.5% | -22.4% |
| 3M | -30.9% | +12.5% | -43.4% | -32.8% |
| 6M | -23.8% | +41.9% | -65.7% | -30.7% |
| YTD | -5.4% | +117.8% | -123.2% | -23.0% |
| 1Y | +28.0% | +145.3% | -117.3% | +0.8% |
| 3Y | +93.3% | -2.8% | +96.1% | +80.2% |
| All | +170.4% | -7.5% | +177.9% | +140.1% |
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