+319.5%
DRI vs PTEN
-38.4%
+357.9%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.8% | -2.4% | -0.1% |
| 7D | +1.1% | +10.6% | -9.5% | -0.8% |
| 30D | +9.7% | -4.9% | +14.6% | +10.0% |
| 3M | +3.2% | +1.4% | +1.7% | +1.9% |
| 6M | +20.6% | -7.0% | +27.6% | +19.7% |
| YTD | +28.3% | +84.8% | -56.5% | +9.8% |
| 1Y | +34.5% | +95.7% | -61.1% | +13.6% |
| 3Y | +66.5% | +2.0% | +64.6% | +53.0% |
| 5Y | +79.6% | +48.0% | +31.7% | +38.9% |
| All | +319.5% | -38.4% | +357.9% | +142.1% |
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 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