+539.1%
DG vs PTEN
+8.8%
+530.3%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.1% | -4.7% | -2.6% |
| 7D | -4.8% | -1.7% | -3.2% | -4.8% |
| 30D | +1.8% | +18.6% | -16.8% | +1.2% |
| 3M | +14.5% | +12.5% | +2.0% | +13.9% |
| 6M | -13.6% | +41.9% | -55.4% | -14.8% |
| YTD | -4.8% | +117.8% | -122.6% | -7.7% |
| 1Y | +21.6% | +145.3% | -123.8% | +17.4% |
| 3Y | +4.5% | -2.8% | +7.3% | +3.5% |
| 5Y | -38.5% | +93.4% | -131.9% | -41.1% |
| 10Y | +102.2% | -16.6% | +118.8% | +93.9% |
| All | +539.1% | +8.8% | +530.3% | +450.1% |
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