+111.4%
DAL vs PTEN
+49.0%
+62.4%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.8% | -3.2% | -0.8% |
| 7D | -1.1% | +10.6% | -11.7% | -2.6% |
| 30D | +12.8% | -4.9% | +17.8% | +12.9% |
| 3M | -5.3% | +1.4% | -6.7% | -6.7% |
| 6M | +22.4% | -7.0% | +29.4% | +21.1% |
| YTD | +25.6% | +84.8% | -59.2% | +4.6% |
| 1Y | +45.5% | +95.7% | -50.2% | +19.4% |
| 3Y | +161.0% | +2.0% | +159.0% | +133.0% |
| All | +111.4% | +49.0% | +62.4% | +58.7% |
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 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