+2,103.3%
DTE vs PTEN
+1,970.6%
+132.7%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.1% | -3.0% | -1.1% |
| 7D | 0.0% | -1.7% | +1.7% | +0.1% |
| 30D | -0.5% | +18.6% | -19.1% | -2.0% |
| 3M | -6.0% | +12.5% | -18.5% | -7.3% |
| 6M | -7.2% | +41.9% | -49.1% | -10.7% |
| YTD | +7.2% | +117.8% | -110.6% | -0.8% |
| 1Y | +4.1% | +145.3% | -141.3% | -4.9% |
| 3Y | +46.9% | -2.8% | +49.7% | +42.6% |
| 5Y | +32.9% | +93.4% | -60.5% | +17.9% |
| 10Y | +144.5% | -16.6% | +161.0% | +107.4% |
| All | +2,103.3% | +1,970.6% | +132.7% | +1,434.9% |
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