-6.0%
DAR vs PTEN
+89.3%
-95.3%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.2% | -1.5% | -1.6% |
| 7D | +0.9% | +2.8% | -1.8% | +0.1% |
| 30D | +6.4% | +17.6% | -11.1% | +1.1% |
| 3M | +13.2% | +8.2% | +5.1% | +9.6% |
| 6M | +26.2% | +38.1% | -11.9% | +12.1% |
| YTD | +84.4% | +117.3% | -32.9% | +41.5% |
| 1Y | +112.0% | +146.1% | -34.0% | +55.7% |
| 3Y | +13.4% | -3.0% | +16.4% | +4.2% |
| 5Y | -6.0% | +93.5% | -99.5% | -29.5% |
| All | -6.0% | +89.3% | -95.3% | -29.5% |
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