+273.4%
UAL vs PTEN
-57.9%
+331.3%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +3.7% | -5.5% | -2.8% |
| 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% | -6.8% |
| 6M | +22.5% | -10.6% | +33.2% | +20.7% |
| YTD | +5.9% | +75.5% | -69.7% | -16.6% |
| 1Y | +24.7% | +70.2% | -45.5% | -1.3% |
| 3Y | +211.6% | -3.7% | +215.3% | +177.9% |
| 5Y | +130.6% | +34.9% | +95.6% | +68.4% |
| 10Y | +96.5% | -41.4% | +137.9% | +34.0% |
| All | +273.4% | -57.9% | +331.3% | +37.0% |
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