+96.7%
DGX vs PTEN
-3.7%
+100.4%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +1.7% |
| 7D | -0.9% | +3.5% | -4.4% | -0.9% |
| 30D | -1.2% | +17.5% | -18.7% | -1.1% |
| 3M | +15.8% | +12.7% | +3.0% | +16.1% |
| 6M | +18.2% | +33.1% | -14.9% | +17.9% |
| YTD | +37.2% | +116.4% | -79.2% | +35.2% |
| 1Y | +30.4% | +141.2% | -110.8% | +28.2% |
| 3Y | +96.7% | -3.8% | +100.5% | +98.3% |
| All | +96.7% | -3.7% | +100.4% | +98.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling