+36.6%
PTEN vs NVMI
+1,933.5%
-1,896.9%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.1% | +1.9% | 0.0% |
| 7D | +2.8% | +3.8% | -1.0% | +2.4% |
| 30D | +17.6% | -7.6% | +25.1% | +18.4% |
| 3M | +8.2% | -28.0% | +36.2% | +11.3% |
| 6M | +38.1% | -15.3% | +53.4% | +38.6% |
| YTD | +117.3% | +11.5% | +105.8% | +111.3% |
| 1Y | +146.1% | +31.6% | +114.5% | +134.8% |
| 3Y | -3.0% | +207.0% | -210.0% | -16.2% |
| 5Y | +93.5% | +262.8% | -169.4% | +63.0% |
| 10Y | -16.8% | +3,074.6% | -3,091.3% | -40.3% |
| All | +36.6% | +1,933.5% | -1,896.9% | -15.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 NVMI 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