+78.9%
UBER vs PTEN
+87.9%
-9.0%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -1.2% |
| 7D | -5.4% | +3.5% | -8.9% | -5.9% |
| 30D | -4.9% | +17.5% | -22.4% | -7.4% |
| 3M | +3.0% | +12.7% | -9.7% | +0.4% |
| 6M | -4.4% | +33.1% | -37.5% | -10.4% |
| YTD | -12.3% | +116.4% | -128.7% | -25.1% |
| 1Y | -24.3% | +141.2% | -165.5% | -37.0% |
| 3Y | +46.4% | -3.8% | +50.2% | +38.2% |
| All | +78.9% | +87.9% | -9.0% | +43.0% |
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 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