-2.1%
UDR vs PTEN
+135.2%
-137.3%
-15.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.1% | 0.0% |
| 7D | -2.0% | +0.7% | -2.7% | -1.9% |
| 30D | -5.2% | +31.2% | -36.4% | -3.8% |
| 3M | -5.8% | +2.0% | -7.8% | -4.9% |
| 6M | -1.7% | +42.4% | -44.1% | -0.4% |
| YTD | +2.4% | +109.2% | -106.8% | +2.7% |
| 1Y | -2.1% | +122.3% | -124.4% | -2.5% |
| All | -2.1% | +135.2% | -137.3% | -2.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling