+11.7%
DASH vs PTEN
+170.4%
-158.6%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.0% | -3.6% | -4.5% |
| 7D | -10.6% | +0.7% | -11.3% | -10.6% |
| 30D | +2.2% | +31.2% | -29.1% | -0.7% |
| 3M | +32.3% | +2.0% | +30.2% | +31.3% |
| 6M | +19.1% | +42.4% | -23.3% | +12.7% |
| YTD | -6.5% | +109.2% | -115.7% | -16.1% |
| 1Y | -14.9% | +122.3% | -137.2% | -24.5% |
| 3Y | +151.9% | -5.6% | +157.5% | +139.5% |
| 5Y | +9.4% | +86.5% | -77.1% | +2.9% |
| All | +11.7% | +170.4% | -158.6% | +4.8% |
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 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