-4.2%
DT vs PTEN
+90.8%
-95.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.8% | -3.0% | -0.2% |
| 7D | +3.1% | +10.6% | -7.5% | +3.4% |
| 30D | -29.5% | -4.9% | -24.6% | -29.5% |
| 3M | -11.7% | +1.4% | -13.2% | -11.5% |
| 6M | +29.0% | -7.0% | +36.0% | +32.1% |
| YTD | +3.4% | +84.8% | -81.4% | +5.2% |
| 1Y | -4.2% | +95.7% | -99.9% | -4.3% |
| All | -4.2% | +90.8% | -95.0% | -4.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling