+11.8%
DIA vs PTEN
+90.8%
-79.0%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.8% | -2.7% | +0.3% |
| 7D | +2.1% | +10.6% | -8.5% | +2.6% |
| 30D | +1.5% | -4.9% | +6.4% | +1.3% |
| 3M | -2.4% | +1.4% | -3.9% | -2.3% |
| 6M | +6.0% | -7.0% | +13.0% | +6.0% |
| YTD | +10.1% | +84.8% | -74.7% | +4.7% |
| 1Y | +11.8% | +95.7% | -83.9% | +5.6% |
| All | +11.8% | +90.8% | -79.0% | +5.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling