+72.2%
DOCU vs PTEN
-27.9%
+100.0%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +16.3% |
| 3M | +34.3% | +2.0% | +32.3% | +33.6% |
| 6M | +48.0% | +42.4% | +5.6% | +42.8% |
| YTD | 0.0% | +109.2% | -109.2% | -6.9% |
| 1Y | -10.3% | +122.3% | -132.6% | -17.1% |
| 3Y | +32.4% | -5.6% | +38.0% | +28.6% |
| 5Y | -77.9% | +86.5% | -164.4% | -79.4% |
| All | +72.2% | -27.9% | +100.0% | +65.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling