+59.9%
DDOG vs PTEN
+94.7%
-34.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +2.1% | +5.0% | +6.9% |
| 7D | +7.7% | -1.7% | +9.3% | +7.9% |
| 30D | -13.6% | +18.6% | -32.2% | -15.7% |
| 3M | -0.9% | +12.5% | -13.4% | -3.2% |
| 6M | +75.2% | +41.9% | +33.4% | +64.1% |
| YTD | +65.7% | +117.8% | -52.1% | +43.8% |
| 1Y | +60.4% | +145.3% | -84.9% | +35.8% |
| 3Y | +130.7% | -2.8% | +133.5% | +118.6% |
| 5Y | +59.9% | +93.4% | -33.5% | +39.1% |
| All | +59.9% | +94.7% | -34.8% | +39.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling