+73.7%
UAL vs PTEN
-38.4%
+112.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.8% | -4.6% | -2.5% |
| 7D | -3.0% | +10.6% | -13.6% | -5.9% |
| 30D | +10.5% | -4.9% | +15.4% | +10.6% |
| 3M | -13.5% | +1.4% | -14.9% | -15.8% |
| 6M | +14.2% | -7.0% | +21.2% | +11.0% |
| YTD | -2.2% | +84.8% | -87.0% | -26.6% |
| 1Y | +12.5% | +95.7% | -83.2% | -17.4% |
| 3Y | +186.8% | +2.0% | +184.9% | +146.8% |
| 5Y | +119.4% | +48.0% | +71.4% | +44.9% |
| All | +73.7% | -38.4% | +112.1% | -14.8% |
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