+292.2%
DOV vs PTEN
-15.6%
+307.8%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.0% |
| 7D | -2.0% | +3.5% | -5.4% | -2.6% |
| 30D | -8.9% | +17.5% | -26.4% | -11.7% |
| 3M | -13.3% | +12.7% | -26.0% | -15.8% |
| 6M | -9.7% | +33.1% | -42.7% | -15.9% |
| YTD | -2.5% | +116.4% | -118.9% | -17.3% |
| 1Y | +7.2% | +141.2% | -133.9% | -11.3% |
| 3Y | +39.4% | -3.8% | +43.2% | +31.7% |
| 5Y | +15.8% | +92.7% | -76.9% | -9.2% |
| All | +292.2% | -15.6% | +307.8% | +183.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling