+1,145.9%
DELL vs PTEN
+87.9%
+1,058.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -0.4% | +12.4% | +12.1% |
| 7D | +8.2% | +3.5% | +4.8% | +7.4% |
| 30D | +17.1% | +17.5% | -0.4% | +12.8% |
| 3M | +45.2% | +12.7% | +32.4% | +40.1% |
| 6M | +286.8% | +33.1% | +253.7% | +254.1% |
| YTD | +354.8% | +116.4% | +238.3% | +269.0% |
| 1Y | +358.3% | +141.2% | +217.1% | +259.5% |
| 3Y | +724.9% | -3.8% | +728.7% | +657.7% |
| All | +1,145.9% | +87.9% | +1,058.1% | +886.2% |
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