+31.1%
DLTR vs PTEN
+135.2%
-104.1%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.3% | +0.2% |
| 7D | +2.5% | +0.7% | +1.7% | +2.6% |
| 30D | +2.1% | +31.2% | -29.2% | +5.3% |
| 3M | +20.3% | +2.0% | +18.2% | +21.2% |
| 6M | +11.5% | +42.4% | -30.9% | +12.5% |
| YTD | +6.8% | +109.2% | -102.4% | +3.8% |
| 1Y | +31.1% | +122.3% | -91.2% | +23.6% |
| All | +31.1% | +135.2% | -104.1% | +23.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling