+4,770.1%
DELL vs PTEN
-22.3%
+4,792.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.9% | -0.1% | +1.5% |
| 7D | +25.6% | -1.0% | +26.6% | +25.8% |
| 30D | +17.7% | +29.3% | -11.6% | +12.4% |
| 3M | +33.4% | +7.2% | +26.2% | +30.9% |
| 6M | +266.2% | +43.5% | +222.7% | +238.9% |
| YTD | +328.0% | +113.2% | +214.8% | +269.3% |
| 1Y | +339.6% | +135.1% | +204.5% | +271.2% |
| 3Y | +694.6% | -4.8% | +699.4% | +655.7% |
| 5Y | +1,122.0% | +94.6% | +1,027.4% | +914.9% |
| 10Y | +4,062.5% | -24.2% | +4,086.7% | +2,983.2% |
| All | +4,770.1% | -22.3% | +4,792.4% | +3,453.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling