+29.2%
DAL vs PTEN
+131.4%
-102.1%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.9% | -3.4% | -1.2% |
| 7D | +3.4% | -1.0% | +4.4% | +3.2% |
| 30D | -13.6% | +29.3% | -42.8% | -9.9% |
| 3M | +1.2% | +7.2% | -6.0% | +3.9% |
| 6M | +34.5% | +43.5% | -9.0% | +35.1% |
| YTD | +14.7% | +113.2% | -98.6% | +9.1% |
| 1Y | +29.2% | +135.1% | -105.8% | +19.8% |
| All | +29.2% | +131.4% | -102.1% | +19.8% |
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