+219.5%
DOCN vs PTEN
-9.2%
+228.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -0.6% | +8.6% | +8.3% |
| 7D | -12.8% | -16.4% | +3.6% | -6.2% |
| 30D | -41.9% | -12.8% | -29.1% | -39.1% |
| 3M | -36.9% | +0.7% | -37.6% | -38.4% |
| 6M | -52.2% | -12.2% | -40.1% | -51.2% |
| YTD | +62.7% | +66.1% | -3.4% | +26.5% |
| 1Y | +58.2% | +69.2% | -11.0% | +21.6% |
| 3Y | +219.5% | -8.2% | +227.7% | +206.1% |
| All | +219.5% | -9.2% | +228.7% | +206.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling