+105.8%
DAL vs PTEN
+90.4%
+15.4%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.0% | +2.8% | +2.0% |
| 7D | +0.1% | +0.7% | -0.6% | 0.0% |
| 30D | -13.9% | +31.2% | -45.2% | -18.3% |
| 3M | +1.1% | +2.0% | -1.0% | -0.3% |
| 6M | +26.2% | +42.4% | -16.2% | +14.0% |
| YTD | +16.4% | +109.2% | -92.8% | -4.4% |
| 1Y | +33.9% | +122.3% | -88.5% | +7.5% |
| 3Y | +93.4% | -5.6% | +98.9% | +76.8% |
| All | +105.8% | +90.4% | +15.4% | +45.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling