+13.7%
DOC vs PTEN
-43.7%
+57.4%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -6.6% | +6.3% | +0.4% |
| 7D | +6.2% | -21.6% | +27.8% | +8.7% |
| 30D | +6.5% | -12.8% | +19.3% | +7.6% |
| 3M | -6.2% | +5.1% | -11.4% | -7.5% |
| 6M | +25.6% | -18.5% | +44.0% | +26.7% |
| YTD | +32.1% | +67.6% | -35.5% | +21.3% |
| 1Y | +20.3% | +71.1% | -50.8% | +10.0% |
| 3Y | +42.7% | -12.6% | +55.3% | +37.9% |
| 5Y | -22.2% | +24.0% | -46.2% | -30.7% |
| All | +13.7% | -43.7% | +57.4% | -21.7% |
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