+29.1%
UEC vs PTEN
+49.0%
-19.9%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.8% | -4.9% | -3.1% |
| 7D | -3.8% | +10.6% | -14.3% | -7.5% |
| 30D | -13.5% | -4.9% | -8.6% | -12.6% |
| 3M | -40.5% | +1.4% | -41.9% | -41.8% |
| 6M | -56.7% | -7.0% | -49.6% | -57.3% |
| YTD | -43.0% | +84.8% | -127.8% | -60.0% |
| 1Y | -42.5% | +95.7% | -138.2% | -60.8% |
| 3Y | +11.6% | +2.0% | +9.6% | -4.6% |
| All | +29.1% | +49.0% | -19.9% | -22.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling