+636.7%
DELL vs PTEN
-3.4%
+640.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.2% | -5.1% | -5.3% |
| 7D | -1.9% | +2.8% | -4.7% | -2.5% |
| 30D | +14.9% | +17.6% | -2.7% | +10.2% |
| 3M | +37.2% | +8.2% | +29.0% | +33.3% |
| 6M | +254.0% | +38.1% | +215.9% | +215.6% |
| YTD | +306.1% | +117.3% | +188.9% | +215.0% |
| 1Y | +312.3% | +146.1% | +166.2% | +204.3% |
| All | +636.7% | -3.4% | +640.0% | +527.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling