+126.4%
DAL vs PTEN
-24.5%
+150.8%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.9% | -3.4% | -2.0% |
| 7D | +3.4% | -1.0% | +4.4% | +3.6% |
| 30D | -13.6% | +29.3% | -42.8% | -19.3% |
| 3M | +1.2% | +7.2% | -6.0% | -2.3% |
| 6M | +34.5% | +43.5% | -9.0% | +18.0% |
| YTD | +14.7% | +113.2% | -98.6% | -10.0% |
| 1Y | +29.2% | +135.1% | -105.8% | -2.1% |
| 3Y | +100.0% | -4.8% | +104.8% | +83.1% |
| 5Y | +106.3% | +94.6% | +11.7% | +41.0% |
| 10Y | +126.4% | -24.2% | +150.6% | +26.3% |
| All | +126.4% | -24.5% | +150.8% | +26.3% |
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