+15.6%
DIA vs PTEN
+148.3%
-132.7%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.0% |
| 7D | -1.6% | +3.5% | -5.0% | -1.5% |
| 30D | -2.0% | +17.5% | -19.6% | -1.7% |
| 3M | +3.6% | +12.7% | -9.1% | +4.1% |
| 6M | +11.5% | +33.1% | -21.6% | +11.2% |
| YTD | +10.4% | +116.4% | -106.1% | +6.3% |
| 1Y | +15.6% | +141.2% | -125.6% | +9.8% |
| All | +15.6% | +148.3% | -132.7% | +9.8% |
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