+3.7%
DUOL vs PTEN
+84.4%
-80.7%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +2.1% | -7.0% | -5.3% |
| 7D | -11.8% | -1.7% | -10.1% | -11.6% |
| 30D | +1.5% | +18.6% | -17.1% | -2.0% |
| 3M | +18.1% | +12.5% | +5.7% | +14.2% |
| 6M | +38.7% | +41.9% | -3.2% | +26.5% |
| YTD | -20.7% | +117.8% | -138.4% | -34.7% |
| 1Y | -49.1% | +145.3% | -194.4% | -59.5% |
| 3Y | -11.0% | -2.8% | -8.2% | -17.0% |
| 5Y | -18.0% | +93.4% | -111.4% | -25.7% |
| All | +3.7% | +84.4% | -80.7% | -7.5% |
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