+98.2%
DG vs PTEN
-15.6%
+113.8%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.3% |
| 7D | -6.5% | +3.5% | -9.9% | -6.5% |
| 30D | +4.2% | +17.5% | -13.4% | +3.9% |
| 3M | +9.5% | +12.7% | -3.2% | +9.2% |
| 6M | -13.1% | +33.1% | -46.2% | -13.8% |
| YTD | -4.8% | +116.4% | -121.3% | -6.7% |
| 1Y | +20.6% | +141.2% | -120.6% | +17.8% |
| 3Y | +4.9% | -3.8% | +8.7% | +4.5% |
| 5Y | -37.9% | +92.7% | -130.6% | -39.3% |
| All | +98.2% | -15.6% | +113.8% | +101.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling