+42.6%
DTE vs PTEN
-3.7%
+46.3%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.9% | -1.3% |
| 7D | -2.6% | +3.5% | -6.0% | -2.7% |
| 30D | -4.4% | +17.5% | -21.9% | -5.1% |
| 3M | -8.3% | +12.7% | -21.1% | -9.0% |
| 6M | -8.1% | +33.1% | -41.2% | -9.9% |
| YTD | +4.4% | +116.4% | -112.0% | -1.2% |
| 1Y | +0.2% | +141.2% | -141.0% | -6.2% |
| 3Y | +42.6% | -3.8% | +46.4% | +48.0% |
| All | +42.6% | -3.7% | +46.3% | +48.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling