+885.8%
UEC vs PTEN
-15.6%
+901.5%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.4% | -4.8% | -5.0% |
| 7D | -9.4% | +3.5% | -12.9% | -10.5% |
| 30D | -8.0% | +17.5% | -25.5% | -13.4% |
| 3M | -1.7% | +12.7% | -14.4% | -7.7% |
| 6M | -26.1% | +33.1% | -59.2% | -36.5% |
| YTD | -10.5% | +116.4% | -127.0% | -35.9% |
| 1Y | -13.3% | +141.2% | -154.4% | -41.5% |
| 3Y | +116.4% | -3.8% | +120.2% | +93.5% |
| 5Y | +225.5% | +92.7% | +132.8% | +125.6% |
| All | +885.8% | -15.6% | +901.5% | +497.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling