+250.2%
DOCN vs PTEN
+135.2%
+114.9%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.0% | +3.8% | +3.2% |
| 7D | +1.1% | +0.7% | +0.4% | +0.6% |
| 30D | -9.6% | +31.2% | -40.9% | -18.4% |
| 3M | -37.7% | +2.0% | -39.7% | -39.4% |
| 6M | +115.2% | +42.4% | +72.8% | +86.5% |
| YTD | +133.7% | +109.2% | +24.5% | +84.2% |
| 1Y | +250.2% | +122.3% | +127.9% | +173.5% |
| All | +250.2% | +135.2% | +114.9% | +173.5% |
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