-5.9%
DASH vs PTEN
+126.8%
-132.8%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.7% | -3.7% | -0.3% |
| 7D | -10.2% | -2.2% | -8.1% | -10.0% |
| 30D | -8.2% | -8.0% | -0.2% | -7.9% |
| 3M | -15.9% | -5.0% | -10.9% | -16.1% |
| 6M | +13.3% | -10.6% | +23.9% | +13.1% |
| YTD | -21.3% | +75.5% | -96.8% | -28.6% |
| 1Y | -11.1% | +70.2% | -81.3% | -19.2% |
| 3Y | +103.8% | -3.7% | +107.5% | +92.1% |
| 5Y | -21.6% | +34.9% | -56.5% | -25.7% |
| All | -5.9% | +126.8% | -132.8% | -10.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling