+33.9%
DAL vs PTEN
+135.2%
-101.4%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.0% | +2.8% | +1.6% |
| 7D | +0.1% | +0.7% | -0.6% | +0.3% |
| 30D | -13.9% | +31.2% | -45.2% | -10.1% |
| 3M | +1.1% | +2.0% | -1.0% | +3.2% |
| 6M | +26.2% | +42.4% | -16.2% | +26.5% |
| YTD | +16.4% | +109.2% | -92.8% | +10.9% |
| 1Y | +33.9% | +122.3% | -88.5% | +23.7% |
| All | +33.9% | +135.2% | -101.4% | +23.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling