+343.0%
DRI vs PTEN
-15.6%
+358.7%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.5% | +1.2% |
| 7D | -3.2% | +3.5% | -6.7% | -3.8% |
| 30D | -7.8% | +17.5% | -25.3% | -10.7% |
| 3M | +0.4% | +12.7% | -12.4% | -2.8% |
| 6M | +4.8% | +33.1% | -28.3% | -2.8% |
| YTD | +16.7% | +116.4% | -99.7% | -2.1% |
| 1Y | +1.5% | +141.2% | -139.7% | -17.4% |
| 3Y | +56.3% | -3.8% | +60.1% | +46.6% |
| 5Y | +66.4% | +92.7% | -26.3% | +22.4% |
| All | +343.0% | -15.6% | +358.7% | +154.7% |
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 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