+1,039.9%
DOC vs PTEN
+1,605.5%
-565.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -9.4% | +12.5% | +4.3% |
| 7D | +8.7% | -15.5% | +24.2% | +10.7% |
| 30D | +7.6% | -7.8% | +15.4% | +8.3% |
| 3M | -5.3% | +6.4% | -11.7% | -6.8% |
| 6M | +27.6% | -11.9% | +39.5% | +27.7% |
| YTD | +32.4% | +79.4% | -47.0% | +20.0% |
| 1Y | +22.9% | +84.9% | -62.1% | +10.8% |
| 3Y | +43.1% | -6.4% | +49.5% | +36.9% |
| 5Y | -21.4% | +36.5% | -57.9% | -31.4% |
| 10Y | +16.8% | -38.5% | +55.3% | -4.0% |
| All | +1,039.9% | +1,605.5% | -565.6% | +651.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling