+13.8%
DBX vs PTEN
+87.9%
-74.0%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.8% | +1.5% |
| 7D | +2.1% | +3.5% | -1.4% | +1.7% |
| 30D | +5.7% | +17.5% | -11.8% | +3.7% |
| 3M | +31.8% | +12.7% | +19.1% | +29.4% |
| 6M | +37.5% | +33.1% | +4.4% | +31.4% |
| YTD | +27.9% | +116.4% | -88.5% | +14.1% |
| 1Y | +15.0% | +141.2% | -126.1% | +0.6% |
| 3Y | +27.2% | -3.8% | +31.0% | +21.3% |
| All | +13.8% | +87.9% | -74.0% | -3.8% |
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 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