+9,255.3%
DGX vs PTEN
+490.2%
+8,765.0%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.6% | -1.8% |
| 7D | -3.5% | +2.8% | -6.2% | -3.7% |
| 30D | -2.7% | +17.6% | -20.2% | -4.1% |
| 3M | +13.9% | +8.2% | +5.7% | +12.6% |
| 6M | +16.0% | +38.1% | -22.1% | +11.8% |
| YTD | +34.9% | +117.3% | -82.3% | +24.6% |
| 1Y | +30.6% | +146.1% | -115.5% | +18.8% |
| 3Y | +93.0% | -3.0% | +96.0% | +86.9% |
| 5Y | +64.4% | +93.5% | -29.0% | +43.6% |
| 10Y | +248.1% | -16.8% | +264.8% | +192.0% |
| All | +9,255.3% | +490.2% | +8,765.0% | +4,760.7% |
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