+75.9%
UBER vs PTEN
+20.5%
+55.5%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.9% | -5.4% | -3.8% |
| 7D | -2.8% | -1.0% | -1.8% | -2.7% |
| 30D | -2.5% | +29.3% | -31.8% | -7.4% |
| 3M | +4.4% | +7.2% | -2.9% | +1.9% |
| 6M | -2.7% | +43.5% | -46.2% | -11.3% |
| YTD | -10.5% | +113.2% | -123.7% | -25.1% |
| 1Y | -22.5% | +135.1% | -157.6% | -36.8% |
| 3Y | +54.8% | -4.8% | +59.6% | +45.6% |
| 5Y | +82.5% | +94.6% | -12.1% | +37.6% |
| All | +75.9% | +20.5% | +55.5% | +6.2% |
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