+103.1%
DOCN vs PTEN
+73.8%
+29.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +2.8% | -7.0% | -5.0% |
| 7D | +19.1% | +10.6% | +8.5% | +15.7% |
| 30D | -21.0% | -4.9% | -16.1% | -20.1% |
| 3M | -34.7% | +1.4% | -36.2% | -35.6% |
| 6M | -45.8% | -7.0% | -38.7% | -45.5% |
| YTD | +79.4% | +84.8% | -5.4% | +47.3% |
| 1Y | +91.0% | +95.7% | -4.7% | +54.0% |
| 3Y | +237.5% | +2.0% | +235.5% | +207.8% |
| 5Y | -30.4% | +48.0% | -78.4% | -42.8% |
| All | +103.1% | +73.8% | +29.3% | +56.2% |
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