+128.2%
UEC vs PTEN
-3.4%
+131.5%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.2% | -4.8% | -5.0% |
| 7D | -4.3% | +2.8% | -7.0% | -4.7% |
| 30D | -3.8% | +17.6% | -21.4% | -6.8% |
| 3M | +17.0% | +8.2% | +8.8% | +14.5% |
| 6M | -23.9% | +38.1% | -62.0% | -31.4% |
| YTD | -5.7% | +117.3% | -122.9% | -25.3% |
| 1Y | -12.5% | +146.1% | -158.6% | -34.3% |
| All | +128.2% | -3.4% | +131.5% | +132.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling