+24,515.0%
DHR vs PTEN
+1,927.4%
+22,587.6%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.9% | -3.1% | -1.4% |
| 7D | -0.8% | -1.0% | +0.2% | -0.7% |
| 30D | +0.2% | +29.3% | -29.1% | -2.5% |
| 3M | +12.1% | +7.2% | +4.8% | +10.5% |
| 6M | +5.4% | +43.5% | -38.1% | +0.2% |
| YTD | -10.0% | +113.2% | -123.2% | -18.1% |
| 1Y | +4.1% | +135.1% | -131.0% | -6.6% |
| 3Y | -5.2% | -4.8% | -0.3% | -8.3% |
| 5Y | -28.2% | +94.6% | -122.8% | -38.0% |
| 10Y | +208.4% | -24.2% | +232.6% | +159.0% |
| All | +24,515.0% | +1,927.4% | +22,587.6% | +15,409.2% |
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