+114.1%
DT vs PTEN
+36.7%
+77.5%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.6% |
| 7D | -1.6% | +3.5% | -5.1% | -2.1% |
| 30D | +3.0% | +17.5% | -14.5% | +0.6% |
| 3M | +26.5% | +12.7% | +13.8% | +23.4% |
| 6M | +35.9% | +33.1% | +2.8% | +28.9% |
| YTD | +17.8% | +116.4% | -98.6% | +3.6% |
| 1Y | +4.1% | +141.2% | -137.1% | -10.4% |
| 3Y | +5.3% | -3.8% | +9.1% | +0.4% |
| 5Y | -27.2% | +92.7% | -119.9% | -39.0% |
| All | +114.1% | +36.7% | +77.5% | +55.2% |
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 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