+54.0%
DOCN vs PTEN
+69.1%
-15.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.3% | +2.8% | +2.6% |
| 7D | -19.2% | -25.5% | +6.4% | -11.4% |
| 30D | -43.1% | -11.7% | -31.4% | -41.2% |
| 3M | -40.7% | -0.5% | -40.2% | -42.0% |
| 6M | -55.0% | -12.9% | -42.1% | -54.7% |
| YTD | +50.6% | +67.1% | -16.5% | +27.5% |
| 1Y | +54.0% | +70.5% | -16.6% | +29.7% |
| All | +54.0% | +69.1% | -15.2% | +29.7% |
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