+44.7%
DG vs PTEN
+79.8%
-35.1%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | -9.4% | +17.9% | +7.1% |
| 7D | +12.3% | -15.5% | +27.7% | +9.9% |
| 30D | +19.3% | -7.8% | +27.1% | +18.3% |
| 3M | +11.9% | +6.4% | +5.5% | +12.8% |
| 6M | +25.0% | -11.9% | +36.8% | +25.3% |
| YTD | +8.7% | +79.4% | -70.7% | +1.1% |
| 1Y | +44.7% | +84.9% | -40.2% | +33.3% |
| All | +44.7% | +79.8% | -35.1% | +33.3% |
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