+196.8%
DKS vs PTEN
-15.6%
+212.4%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.8% | +1.5% |
| 7D | -3.0% | +3.5% | -6.4% | -3.6% |
| 30D | -33.4% | +17.5% | -50.9% | -35.3% |
| 3M | -39.4% | +12.7% | -52.1% | -41.1% |
| 6M | -30.1% | +33.1% | -63.2% | -35.1% |
| YTD | -31.0% | +116.4% | -147.4% | -41.9% |
| 1Y | -40.2% | +141.2% | -181.3% | -50.9% |
| 3Y | +30.9% | -3.8% | +34.7% | +23.4% |
| 5Y | +14.0% | +92.7% | -78.7% | -10.6% |
| All | +196.8% | -15.6% | +212.4% | +119.0% |
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