+29.1%
DKS vs PTEN
-3.4%
+32.5%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | +0.1% | -0.1% |
| 7D | -4.7% | +2.8% | -7.5% | -5.3% |
| 30D | -35.1% | +17.6% | -52.6% | -36.9% |
| 3M | -37.7% | +8.2% | -45.9% | -38.8% |
| 6M | -30.7% | +38.1% | -68.8% | -36.9% |
| YTD | -31.9% | +117.3% | -149.2% | -45.6% |
| 1Y | -40.0% | +146.1% | -186.1% | -54.1% |
| All | +29.1% | -3.4% | +32.5% | +13.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling