+18.9%
DLTR vs PTEN
+148.3%
-129.4%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.5% |
| 7D | -10.1% | +3.5% | -13.5% | -9.7% |
| 30D | -8.1% | +17.5% | -25.7% | -6.3% |
| 3M | +2.9% | +12.7% | -9.9% | +4.7% |
| 6M | +4.3% | +33.1% | -28.7% | +6.6% |
| YTD | -3.9% | +116.4% | -120.4% | -5.9% |
| 1Y | +18.9% | +141.2% | -122.3% | +14.4% |
| All | +18.9% | +148.3% | -129.4% | +14.4% |
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