+3,402.4%
DOV vs PTEN
+1,927.4%
+1,475.0%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.9% | -1.0% | +0.6% |
| 7D | +2.5% | -1.0% | +3.5% | +2.7% |
| 30D | -7.5% | +29.3% | -36.8% | -11.9% |
| 3M | -9.7% | +7.2% | -16.9% | -11.6% |
| 6M | -6.1% | +43.5% | -49.6% | -13.6% |
| YTD | +0.5% | +113.2% | -112.8% | -14.2% |
| 1Y | +10.5% | +135.1% | -124.5% | -7.7% |
| 3Y | +41.7% | -4.8% | +46.5% | +34.9% |
| 5Y | +18.4% | +94.6% | -76.2% | -6.6% |
| 10Y | +289.8% | -24.2% | +314.0% | +201.8% |
| All | +3,402.4% | +1,927.4% | +1,475.0% | +1,886.0% |
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