+92.1%
DOCU vs PTEN
-13.8%
+105.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.4% | -1.6% |
| 7D | -5.5% | -25.5% | +20.0% | -3.2% |
| 30D | +12.6% | -11.7% | +24.3% | +13.6% |
| 3M | +36.4% | -0.5% | +36.9% | +35.7% |
| 6M | +66.8% | -12.9% | +79.7% | +68.2% |
| YTD | +13.5% | +67.1% | -53.6% | +3.7% |
| 1Y | +11.3% | +70.5% | -59.2% | +1.2% |
| 3Y | +92.1% | -10.4% | +102.5% | +83.8% |
| All | +92.1% | -13.8% | +105.8% | +83.8% |
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