+11.3%
DOCU vs PTEN
+69.1%
-57.8%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.4% | -1.7% |
| 7D | -5.5% | -25.5% | +20.0% | -6.8% |
| 30D | +12.6% | -11.7% | +24.3% | +12.2% |
| 3M | +36.4% | -0.5% | +36.9% | +37.1% |
| 6M | +66.8% | -12.9% | +79.7% | +70.5% |
| YTD | +13.5% | +67.1% | -53.6% | +17.3% |
| 1Y | +11.3% | +70.5% | -59.2% | +13.4% |
| All | +11.3% | +69.1% | -57.8% | +13.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling