+116.4%
DOCN vs PTEN
+79.8%
+36.6%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -9.4% | +2.2% | -4.2% |
| 7D | -20.0% | -15.5% | -4.6% | -16.3% |
| 30D | -38.8% | -7.8% | -31.0% | -37.8% |
| 3M | -34.8% | +6.4% | -41.2% | -37.9% |
| 6M | -22.8% | -11.9% | -10.9% | -23.0% |
| YTD | +74.6% | +79.4% | -4.8% | +42.4% |
| 1Y | +116.4% | +84.9% | +31.5% | +73.3% |
| All | +116.4% | +79.8% | +36.6% | +73.3% |
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