+67.3%
DVN vs PTEN
-15.6%
+82.9%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.6% |
| 7D | +4.5% | +3.5% | +1.1% | +2.5% |
| 30D | +12.0% | +17.5% | -5.6% | +1.7% |
| 3M | +13.4% | +12.7% | +0.7% | +4.1% |
| 6M | +12.1% | +33.1% | -21.0% | -7.6% |
| YTD | +38.8% | +116.4% | -77.6% | -14.5% |
| 1Y | +46.0% | +141.2% | -95.1% | -16.9% |
| 3Y | +9.5% | -3.8% | +13.3% | -0.6% |
| 5Y | +125.3% | +92.7% | +32.6% | +20.3% |
| All | +67.3% | -15.6% | +82.9% | -1.8% |
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