+15.5%
DKS vs PTEN
+87.9%
-72.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -35.2% |
| 3M | -39.4% | +12.7% | -52.1% | -40.9% |
| 6M | -30.1% | +33.1% | -63.2% | -35.0% |
| YTD | -31.0% | +116.4% | -147.4% | -42.3% |
| 1Y | -40.2% | +141.2% | -181.3% | -51.5% |
| 3Y | +30.9% | -3.8% | +34.7% | +21.1% |
| All | +15.5% | +87.9% | -72.4% | -4.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling