+104.2%
UAL vs PTEN
-21.6%
+125.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.1% | -3.2% | -1.7% |
| 7D | -1.1% | -1.7% | +0.5% | -0.7% |
| 30D | -13.4% | +18.6% | -32.0% | -18.1% |
| 3M | -2.3% | +12.5% | -14.7% | -8.0% |
| 6M | +13.3% | +41.9% | -28.5% | -4.1% |
| YTD | -4.2% | +117.8% | -122.0% | -30.2% |
| 1Y | +1.4% | +145.3% | -143.9% | -29.9% |
| 3Y | +125.8% | -2.8% | +128.6% | +100.6% |
| 5Y | +130.0% | +93.4% | +36.6% | +40.8% |
| 10Y | +104.2% | -16.6% | +120.8% | -6.2% |
| All | +104.2% | -21.6% | +125.8% | -6.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling