+319.1%
DELL vs PTEN
+135.2%
+183.8%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.0% | +2.5% | +1.6% |
| 7D | +14.9% | +0.7% | +14.2% | +14.8% |
| 30D | +13.3% | +31.2% | -17.9% | +10.4% |
| 3M | +24.4% | +2.0% | +22.4% | +23.7% |
| 6M | +258.0% | +42.4% | +215.6% | +230.1% |
| YTD | +320.2% | +109.2% | +211.0% | +262.3% |
| 1Y | +319.1% | +122.3% | +196.8% | +258.8% |
| All | +319.1% | +135.2% | +183.8% | +258.8% |
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 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