+66.4%
DOCN vs PTEN
+57.6%
+8.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -6.6% | -9.3% | -13.9% |
| 7D | -29.3% | -21.6% | -7.7% | -24.3% |
| 30D | -46.0% | -12.8% | -33.2% | -44.1% |
| 3M | -43.2% | +5.1% | -48.3% | -44.7% |
| 6M | -53.7% | -18.5% | -35.3% | -51.8% |
| YTD | +46.9% | +67.6% | -20.7% | +24.1% |
| 1Y | +54.3% | +71.1% | -16.7% | +29.3% |
| 3Y | +185.5% | -12.6% | +198.1% | +170.6% |
| 5Y | -31.1% | +24.0% | -55.1% | -41.1% |
| All | +66.4% | +57.6% | +8.7% | +31.6% |
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