+132.0%
DPZ vs PTEN
-41.7%
+173.7%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.7% | -4.1% | -0.5% |
| 7D | -3.5% | -2.2% | -1.4% | -3.5% |
| 30D | +5.7% | -8.0% | +13.7% | +5.8% |
| 3M | -7.5% | -5.0% | -2.4% | -7.5% |
| 6M | +6.2% | -10.6% | +16.9% | +6.2% |
| YTD | -19.8% | +75.5% | -95.3% | -21.7% |
| 1Y | -18.0% | +70.2% | -88.1% | -19.9% |
| 3Y | -8.8% | -3.7% | -5.1% | -10.2% |
| 5Y | -30.2% | +34.9% | -65.1% | -31.6% |
| 10Y | +132.0% | -41.4% | +173.4% | +141.9% |
| All | +132.0% | -41.7% | +173.7% | +141.9% |
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