+27.6%
DOC vs PTEN
-10.5%
+38.1%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -9.4% | +12.5% | +1.0% |
| 7D | +8.7% | -15.5% | +24.2% | +5.2% |
| 30D | +7.6% | -7.8% | +15.4% | +6.3% |
| 3M | -5.3% | +6.4% | -11.7% | -2.7% |
| 6M | +27.6% | -11.9% | +39.5% | +21.9% |
| All | +27.6% | -10.5% | +38.1% | +21.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling