+180.5%
NXT vs PTEN
-9.5%
+190.0%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.9% | -0.8% | +0.8% |
| 7D | +2.9% | -1.0% | +3.9% | +3.0% |
| 30D | -17.2% | +29.3% | -46.5% | -21.0% |
| 3M | -32.0% | +7.2% | -39.2% | -33.2% |
| 6M | -15.8% | +43.5% | -59.3% | -23.7% |
| YTD | -1.9% | +113.2% | -115.1% | -19.8% |
| 1Y | +22.5% | +135.1% | -112.6% | -2.7% |
| 3Y | +100.5% | -4.8% | +105.4% | +87.6% |
| All | +180.5% | -9.5% | +190.0% | +150.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling