-9.5%
DUOL vs PTEN
+87.9%
-97.3%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.9% |
| 7D | -7.0% | +3.5% | -10.4% | -7.7% |
| 30D | +6.7% | +17.5% | -10.8% | +3.0% |
| 3M | +16.0% | +12.7% | +3.3% | +11.8% |
| 6M | +45.4% | +33.1% | +12.3% | +33.8% |
| YTD | -18.1% | +116.4% | -134.6% | -33.4% |
| 1Y | -53.6% | +141.2% | -194.7% | -63.5% |
| 3Y | -11.0% | -3.8% | -7.2% | -16.8% |
| All | -9.5% | +87.9% | -97.3% | -23.1% |
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