+923.4%
DIS vs PTEN
+1,889.0%
-965.6%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.0% | -0.7% | -1.6% |
| 7D | -2.6% | +0.7% | -3.3% | -2.7% |
| 30D | +3.5% | +31.2% | -27.7% | -0.5% |
| 3M | +6.8% | +2.0% | +4.8% | +5.6% |
| 6M | +3.0% | +42.4% | -39.4% | -3.4% |
| YTD | -6.7% | +109.2% | -115.9% | -17.2% |
| 1Y | -10.1% | +122.3% | -132.4% | -21.3% |
| 3Y | +33.0% | -5.6% | +38.6% | +27.6% |
| 5Y | -40.0% | +86.5% | -126.5% | -49.5% |
| 10Y | +21.1% | -22.1% | +43.2% | -1.7% |
| All | +923.4% | +1,889.0% | -965.6% | +577.2% |
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