+30.9%
DOCU vs PTEN
-8.3%
+39.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.0% | +4.7% | +3.8% |
| 7D | +6.9% | +0.7% | +6.2% | +6.8% |
| 30D | +19.0% | +31.2% | -12.2% | +15.8% |
| 3M | +34.3% | +2.0% | +32.3% | +34.4% |
| 6M | +48.0% | +42.4% | +5.6% | +41.2% |
| YTD | 0.0% | +109.2% | -109.2% | -10.1% |
| 1Y | -10.3% | +122.3% | -132.6% | -20.5% |
| All | +30.9% | -8.3% | +39.2% | +19.5% |
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