+53.9%
DOCN vs PTEN
+69.7%
-15.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.9% | -0.4% | +0.9% |
| 7D | -12.1% | -14.5% | +2.3% | -7.3% |
| 30D | -41.0% | -11.1% | -29.9% | -39.1% |
| 3M | -38.7% | -7.8% | -30.9% | -38.2% |
| 6M | -51.5% | -10.5% | -41.0% | -51.6% |
| YTD | +65.3% | +69.3% | -4.0% | +39.4% |
| 1Y | +53.9% | +70.5% | -16.6% | +29.8% |
| All | +53.9% | +69.7% | -15.8% | +29.8% |
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