+7,540.2%
DRI vs PTEN
+1,656.8%
+5,883.4%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.8% | -2.4% | 0.0% |
| 7D | +1.1% | +10.6% | -9.5% | -0.4% |
| 30D | +9.7% | -4.9% | +14.6% | +10.0% |
| 3M | +3.2% | +1.4% | +1.7% | +2.2% |
| 6M | +20.6% | -7.0% | +27.6% | +19.9% |
| YTD | +28.3% | +84.8% | -56.5% | +14.5% |
| 1Y | +34.5% | +95.7% | -61.1% | +19.0% |
| 3Y | +66.5% | +2.0% | +64.6% | +56.6% |
| 5Y | +79.6% | +48.0% | +31.7% | +52.2% |
| 10Y | +333.8% | -38.3% | +372.1% | +249.8% |
| All | +7,540.2% | +1,656.8% | +5,883.4% | +4,098.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling