+390.4%
DDOG vs PTEN
+35.1%
+355.4%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.8% | -3.0% | -0.5% |
| 7D | +2.9% | +10.6% | -7.7% | +1.7% |
| 30D | -31.6% | -4.9% | -26.7% | -31.1% |
| 3M | -27.0% | +1.4% | -28.4% | -27.2% |
| 6M | -10.3% | -7.0% | -3.3% | -10.1% |
| YTD | +35.4% | +84.8% | -49.4% | +24.1% |
| 1Y | -1.0% | +95.7% | -96.7% | -9.9% |
| 3Y | +76.7% | +2.0% | +74.7% | +68.7% |
| 5Y | -4.6% | +48.0% | -52.6% | -13.7% |
| All | +390.4% | +35.1% | +355.4% | +315.6% |
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