+95.5%
DOCU vs PTEN
-41.6%
+137.1%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.9% | -2.0% | -0.3% |
| 7D | -3.4% | -14.5% | +11.1% | -2.2% |
| 30D | +9.3% | -11.1% | +20.4% | +10.1% |
| 3M | +30.2% | -7.8% | +38.0% | +30.7% |
| 6M | +62.1% | -10.5% | +72.6% | +62.4% |
| YTD | +13.5% | +69.3% | -55.7% | +7.2% |
| 1Y | +11.5% | +70.5% | -59.0% | +5.2% |
| 3Y | +89.5% | -7.1% | +96.6% | +84.2% |
| 5Y | -69.6% | +29.1% | -98.8% | -71.0% |
| All | +95.5% | -41.6% | +137.1% | +90.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling