+105.0%
DAL vs PTEN
-40.1%
+145.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +2.4% | -7.6% | -5.8% |
| 7D | +1.4% | +7.2% | -5.8% | -0.3% |
| 30D | +9.1% | -7.4% | +16.5% | +9.9% |
| 3M | -3.5% | -2.4% | -1.1% | -4.6% |
| 6M | +23.4% | -10.0% | +33.4% | +22.1% |
| YTD | +26.0% | +79.7% | -53.7% | +1.6% |
| 1Y | +44.6% | +86.5% | -41.9% | +15.3% |
| 3Y | +162.7% | -1.4% | +164.1% | +135.7% |
| 5Y | +113.0% | +43.9% | +69.1% | +56.1% |
| All | +105.0% | -40.1% | +145.1% | +20.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling