+475.0%
DINO vs PTEN
-15.6%
+490.6%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.3% |
| 7D | +2.3% | +3.5% | -1.2% | +1.0% |
| 30D | +22.6% | +17.5% | +5.1% | +15.0% |
| 3M | +55.2% | +12.7% | +42.5% | +46.5% |
| 6M | +93.8% | +33.1% | +60.7% | +70.0% |
| YTD | +139.5% | +116.4% | +23.1% | +73.4% |
| 1Y | +115.3% | +141.2% | -25.9% | +47.8% |
| 3Y | +98.8% | -3.8% | +102.6% | +84.0% |
| 5Y | +333.5% | +92.7% | +240.8% | +177.3% |
| All | +475.0% | -15.6% | +490.6% | +241.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling