-7.0%
DASH vs PTEN
+22.3%
-29.3%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | -0.1% |
| 7D | +0.4% | -25.5% | +25.9% | +3.4% |
| 30D | -6.0% | -11.7% | +5.6% | -5.3% |
| 3M | -15.8% | -0.5% | -15.2% | -16.7% |
| 6M | +7.0% | -12.9% | +19.8% | +6.8% |
| YTD | -20.7% | +67.1% | -87.8% | -29.9% |
| 1Y | -8.5% | +70.5% | -79.1% | -19.7% |
| 3Y | +101.8% | -10.4% | +112.2% | +89.3% |
| All | -7.0% | +22.3% | -29.3% | -17.0% |
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