+415.5%
DAL vs PTEN
-39.7%
+455.2%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.7% | -4.6% | -1.8% |
| 7D | +2.3% | -2.2% | +4.5% | +2.8% |
| 30D | +14.3% | -8.0% | +22.3% | +15.4% |
| 3M | +1.3% | -5.0% | +6.3% | +0.9% |
| 6M | +29.3% | -10.6% | +39.9% | +28.2% |
| YTD | +33.0% | +75.5% | -42.5% | +9.5% |
| 1Y | +59.8% | +70.2% | -10.3% | +32.2% |
| 3Y | +177.2% | -3.7% | +180.9% | +152.6% |
| 5Y | +118.4% | +34.9% | +83.4% | +68.5% |
| 10Y | +121.4% | -41.4% | +162.8% | +58.9% |
| All | +415.5% | -39.7% | +455.2% | +110.2% |
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