+42.1%
DLR vs PTEN
+94.7%
-52.6%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.1% | -2.4% | -0.4% |
| 7D | +2.9% | -1.7% | +4.6% | +3.0% |
| 30D | -1.2% | +18.6% | -19.8% | -2.4% |
| 3M | +2.9% | +12.5% | -9.5% | +1.8% |
| 6M | +6.7% | +41.9% | -35.2% | +3.1% |
| YTD | +23.9% | +117.8% | -93.9% | +15.2% |
| 1Y | +18.6% | +145.3% | -126.7% | +9.0% |
| 3Y | +59.7% | -2.8% | +62.5% | +53.0% |
| 5Y | +42.1% | +93.4% | -51.4% | +42.5% |
| All | +42.1% | +94.7% | -52.6% | +42.5% |
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