+70.5%
DOCN vs PTEN
+57.2%
+13.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.3% | +2.8% | +2.6% |
| 7D | -19.2% | -25.5% | +6.4% | -12.0% |
| 30D | -43.1% | -11.7% | -31.4% | -41.2% |
| 3M | -40.7% | -0.5% | -40.2% | -41.3% |
| 6M | -55.0% | -12.9% | -42.1% | -53.9% |
| YTD | +50.6% | +67.1% | -16.5% | +27.3% |
| 1Y | +54.0% | +70.5% | -16.6% | +29.1% |
| 3Y | +203.9% | -10.4% | +214.3% | +186.6% |
| 5Y | -29.4% | +23.7% | -53.0% | -39.6% |
| All | +70.5% | +57.2% | +13.4% | +35.1% |
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