-14.9%
DASH vs PTEN
+135.2%
-150.1%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.0% | -3.6% | -4.7% |
| 7D | -10.6% | +0.7% | -11.3% | -10.5% |
| 30D | +2.2% | +31.2% | -29.1% | +5.1% |
| 3M | +32.3% | +2.0% | +30.2% | +35.1% |
| 6M | +19.1% | +42.4% | -23.3% | +17.2% |
| YTD | -6.5% | +109.2% | -115.7% | -13.3% |
| 1Y | -14.9% | +122.3% | -137.2% | -23.8% |
| All | -14.9% | +135.2% | -150.1% | -23.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling