+43.4%
DLTR vs PTEN
-15.6%
+59.1%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.4% |
| 7D | -10.1% | +3.5% | -13.5% | -10.4% |
| 30D | -8.1% | +17.5% | -25.7% | -9.5% |
| 3M | +2.9% | +12.7% | -9.9% | +1.4% |
| 6M | +4.3% | +33.1% | -28.7% | +0.5% |
| YTD | -3.9% | +116.4% | -120.4% | -12.0% |
| 1Y | +18.9% | +141.2% | -122.3% | +7.4% |
| 3Y | +1.9% | -3.8% | +5.7% | -1.4% |
| 5Y | +31.0% | +92.7% | -61.7% | +16.9% |
| All | +43.4% | -15.6% | +59.1% | +26.8% |
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