+17.8%
DOV vs PTEN
+87.9%
-70.1%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.0% |
| 7D | -2.0% | +3.5% | -5.4% | -2.5% |
| 30D | -8.9% | +17.5% | -26.4% | -11.4% |
| 3M | -13.3% | +12.7% | -26.0% | -15.5% |
| 6M | -9.7% | +33.1% | -42.7% | -15.5% |
| YTD | -2.5% | +116.4% | -118.9% | -16.9% |
| 1Y | +7.2% | +141.2% | -133.9% | -10.9% |
| 3Y | +39.4% | -3.8% | +43.2% | +29.6% |
| All | +17.8% | +87.9% | -70.1% | +0.2% |
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