+164.6%
DOCN vs PTEN
+96.8%
+67.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.0% | +3.8% | +3.1% |
| 7D | +1.1% | +0.7% | +0.4% | +0.7% |
| 30D | -9.6% | +31.2% | -40.9% | -16.9% |
| 3M | -37.7% | +2.0% | -39.7% | -38.6% |
| 6M | +115.2% | +42.4% | +72.8% | +91.9% |
| YTD | +133.7% | +109.2% | +24.5% | +86.3% |
| 1Y | +250.2% | +122.3% | +127.9% | +172.5% |
| 3Y | +320.3% | -5.6% | +325.9% | +286.8% |
| 5Y | +53.1% | +86.5% | -33.4% | +19.3% |
| All | +164.6% | +96.8% | +67.9% | +97.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling