+96.5%
UAL vs PTEN
-41.7%
+138.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +3.7% | -5.5% | -2.9% |
| 7D | +2.3% | -2.2% | +4.4% | +2.8% |
| 30D | +13.3% | -8.0% | +21.4% | +14.6% |
| 3M | -6.3% | -5.0% | -1.3% | -6.9% |
| 6M | +22.5% | -10.6% | +33.2% | +20.5% |
| YTD | +5.9% | +75.5% | -69.7% | -19.2% |
| 1Y | +24.7% | +70.2% | -45.5% | -4.4% |
| 3Y | +211.6% | -3.7% | +215.3% | +172.8% |
| 5Y | +130.6% | +34.9% | +95.6% | +57.0% |
| 10Y | +96.5% | -41.4% | +137.9% | -0.4% |
| All | +96.5% | -41.7% | +138.1% | -0.4% |
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