+22.9%
DOC vs PTEN
+79.8%
-57.0%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -9.4% | +12.5% | +1.8% |
| 7D | +8.7% | -15.5% | +24.2% | +6.4% |
| 30D | +7.6% | -7.8% | +15.4% | +6.7% |
| 3M | -5.3% | +6.4% | -11.7% | -4.1% |
| 6M | +27.6% | -11.9% | +39.5% | +26.8% |
| YTD | +32.4% | +79.4% | -47.0% | +26.2% |
| 1Y | +22.9% | +84.9% | -62.1% | +17.0% |
| All | +22.9% | +79.8% | -57.0% | +17.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling