+1,252.7%
UDR vs PTEN
+1,927.4%
-674.7%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.9% | -2.7% | -1.0% |
| 7D | -2.1% | -1.0% | -1.0% | -2.0% |
| 30D | -5.6% | +29.3% | -34.9% | -8.9% |
| 3M | -5.8% | +7.2% | -13.0% | -7.3% |
| 6M | -1.1% | +43.5% | -44.7% | -6.9% |
| YTD | +1.6% | +113.2% | -111.6% | -9.3% |
| 1Y | -2.7% | +135.1% | -137.7% | -14.6% |
| 3Y | +6.3% | -4.8% | +11.1% | +2.0% |
| 5Y | -19.3% | +94.6% | -113.9% | -32.7% |
| 10Y | +46.0% | -24.2% | +70.2% | +17.5% |
| All | +1,252.7% | +1,927.4% | -674.7% | +709.2% |
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