+20.6%
DRI vs PTEN
-8.0%
+28.6%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.8% | -2.4% | +0.8% |
| 7D | +1.1% | +10.6% | -9.5% | +2.5% |
| 30D | +9.7% | -4.9% | +14.6% | +9.3% |
| 3M | +3.2% | +1.4% | +1.7% | +3.8% |
| 6M | +20.6% | -7.0% | +27.6% | +18.5% |
| All | +20.6% | -8.0% | +28.6% | +18.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling