+489.1%
DDOG vs PTEN
+58.2%
+430.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.2% |
| 7D | +3.9% | +3.5% | +0.4% | +3.5% |
| 30D | -8.2% | +17.5% | -25.7% | -9.9% |
| 3M | -5.6% | +12.7% | -18.3% | -7.3% |
| 6M | +73.5% | +33.1% | +40.4% | +66.2% |
| YTD | +62.7% | +116.4% | -53.8% | +46.5% |
| 1Y | +59.0% | +141.2% | -82.2% | +40.9% |
| 3Y | +117.1% | -3.8% | +120.9% | +108.1% |
| 5Y | +61.3% | +92.7% | -31.4% | +41.7% |
| All | +489.1% | +58.2% | +430.9% | +390.6% |
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