+10.3%
DBX vs PTEN
+90.8%
-80.5%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.8% | -2.8% | +0.2% |
| 7D | -3.3% | +10.6% | -13.8% | -2.7% |
| 30D | -5.9% | -4.9% | -0.9% | -6.0% |
| 3M | -6.7% | +1.4% | -8.1% | -6.4% |
| 6M | +28.0% | -7.0% | +35.0% | +29.8% |
| YTD | +20.6% | +84.8% | -64.2% | +27.0% |
| 1Y | +10.3% | +95.7% | -85.4% | +15.5% |
| All | +10.3% | +90.8% | -80.5% | +15.5% |
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 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