-68.5%
DOCU vs PTEN
+33.9%
-102.4%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +3.7% | -0.5% | +2.7% |
| 7D | -0.4% | -2.2% | +1.7% | -0.2% |
| 30D | +12.9% | -8.0% | +21.0% | +13.8% |
| 3M | +35.1% | -5.0% | +40.1% | +35.2% |
| 6M | +76.2% | -10.6% | +86.8% | +77.0% |
| YTD | +17.2% | +75.5% | -58.3% | +4.3% |
| 1Y | +16.4% | +70.2% | -53.7% | +4.1% |
| 3Y | +95.6% | -3.7% | +99.3% | +85.2% |
| 5Y | -68.5% | +34.9% | -103.4% | -72.3% |
| All | -68.5% | +33.9% | -102.4% | -72.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling