+124.0%
DPZ vs PTEN
-43.9%
+167.9%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.3% | -1.8% | -2.1% |
| 7D | +6.6% | -25.5% | +32.1% | +7.2% |
| 30D | +10.3% | -11.7% | +22.0% | +10.5% |
| 3M | -6.2% | -0.5% | -5.7% | -6.4% |
| 6M | +4.2% | -12.9% | +17.1% | +4.3% |
| YTD | -18.4% | +67.1% | -85.5% | -20.3% |
| 1Y | -14.9% | +70.5% | -85.5% | -17.0% |
| 3Y | -4.6% | -10.4% | +5.8% | -5.9% |
| 5Y | -27.4% | +23.7% | -51.1% | -28.8% |
| All | +124.0% | -43.9% | +167.9% | +132.9% |
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