+137.7%
UAL vs PTEN
+88.2%
+49.6%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.9% | -4.8% | -3.2% |
| 7D | +3.5% | -1.0% | +4.5% | +3.6% |
| 30D | -16.5% | +29.3% | -45.7% | -20.6% |
| 3M | +2.8% | +7.2% | -4.5% | +0.3% |
| 6M | +17.6% | +43.5% | -26.0% | +4.7% |
| YTD | -3.2% | +113.2% | -116.4% | -22.6% |
| 1Y | +0.4% | +135.1% | -134.6% | -22.5% |
| 3Y | +128.2% | -4.8% | +133.0% | +107.0% |
| 5Y | +137.7% | +94.6% | +43.1% | +60.4% |
| All | +137.7% | +88.2% | +49.6% | +60.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling