+351.3%
DAL vs PTEN
-28.1%
+379.4%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.0% | +2.8% | +2.0% |
| 7D | +0.1% | +0.7% | -0.6% | -0.1% |
| 30D | -13.9% | +31.2% | -45.2% | -19.8% |
| 3M | +1.1% | +2.0% | -1.0% | -1.3% |
| 6M | +26.2% | +42.4% | -16.2% | +11.7% |
| YTD | +16.4% | +109.2% | -92.8% | -6.9% |
| 1Y | +33.9% | +122.3% | -88.5% | +4.6% |
| 3Y | +93.4% | -5.6% | +98.9% | +78.5% |
| 5Y | +106.4% | +86.5% | +19.9% | +48.3% |
| 10Y | +143.0% | -22.1% | +165.1% | +64.8% |
| All | +351.3% | -28.1% | +379.4% | +78.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling