+10,011.0%
DLTR vs PTEN
+2,030.0%
+7,981.0%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -9.6% |
| 3M | +2.9% | +12.7% | -9.9% | +1.2% |
| 6M | +4.3% | +33.1% | -28.7% | +0.4% |
| YTD | -3.9% | +116.4% | -120.4% | -11.9% |
| 1Y | +18.9% | +141.2% | -122.3% | +7.6% |
| 3Y | +1.9% | -3.8% | +5.7% | -1.2% |
| 5Y | +31.0% | +92.7% | -61.7% | +16.0% |
| 10Y | +44.8% | -17.1% | +61.8% | +24.7% |
| All | +10,011.0% | +2,030.0% | +7,981.0% | +5,626.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling