+6.5%
DRI vs PTEN
+135.2%
-128.8%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.5% | -0.6% |
| 7D | +0.6% | +0.7% | -0.1% | +0.7% |
| 30D | +3.8% | +31.2% | -27.4% | +6.1% |
| 3M | +13.0% | +2.0% | +11.0% | +13.8% |
| 6M | +8.3% | +42.4% | -34.1% | +9.2% |
| YTD | +20.6% | +109.2% | -88.6% | +20.1% |
| 1Y | +6.5% | +122.3% | -115.8% | +4.1% |
| All | +6.5% | +135.2% | -128.8% | +4.1% |
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