+255.6%
UAL vs PTEN
-60.0%
+315.6%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.3% | +2.3% | +2.1% |
| 7D | +8.2% | -25.5% | +33.7% | +16.2% |
| 30D | +2.3% | -11.7% | +14.0% | +4.6% |
| 3M | -12.7% | -0.5% | -12.2% | -14.6% |
| 6M | +12.7% | -12.9% | +25.6% | +11.7% |
| YTD | +0.8% | +67.1% | -66.3% | -19.5% |
| 1Y | +17.8% | +70.5% | -52.8% | -7.0% |
| 3Y | +206.7% | -10.4% | +217.1% | +179.0% |
| 5Y | +113.9% | +23.7% | +90.2% | +60.1% |
| 10Y | +97.0% | -42.7% | +139.7% | +35.3% |
| All | +255.6% | -60.0% | +315.6% | +32.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling