+60.3%
DOCS vs PTEN
-9.2%
+69.6%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.2% |
| 7D | 0.0% | -16.4% | +16.4% | +1.7% |
| 30D | +7.8% | -12.8% | +20.6% | +8.8% |
| 3M | +20.0% | +0.7% | +19.3% | +18.3% |
| 6M | +26.5% | -12.2% | +38.7% | +26.5% |
| YTD | -25.8% | +66.1% | -91.8% | -37.2% |
| 1Y | -39.5% | +69.2% | -108.7% | -49.1% |
| 3Y | +60.3% | -8.2% | +68.5% | +53.5% |
| All | +60.3% | -9.2% | +69.6% | +53.5% |
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