+94.6%
PTEN vs URA
+131.0%
-36.4%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.1% | -1.2% | +0.8% |
| 7D | -1.0% | +8.1% | -9.1% | -3.9% |
| 30D | +29.3% | +5.8% | +23.5% | +25.9% |
| 3M | +7.2% | +3.4% | +3.8% | +4.0% |
| 6M | +43.5% | -2.6% | +46.2% | +38.0% |
| YTD | +113.2% | +11.2% | +102.1% | +88.2% |
| 1Y | +135.1% | +19.8% | +115.2% | +92.7% |
| 3Y | -4.8% | +121.5% | -126.3% | -49.2% |
| 5Y | +94.6% | +134.5% | -39.8% | -2.0% |
| All | +94.6% | +131.0% | -36.4% | -2.0% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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