+70.6%
UEC vs PTEN
-18.5%
+89.1%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.9% | +1.1% | +2.3% |
| 7D | +2.6% | -1.0% | +3.6% | +3.0% |
| 30D | +5.6% | +29.3% | -23.7% | -5.4% |
| 3M | -5.7% | +7.2% | -12.9% | -10.9% |
| 6M | -8.0% | +43.5% | -51.6% | -25.1% |
| YTD | +1.8% | +113.2% | -111.4% | -29.9% |
| 1Y | +0.6% | +135.1% | -134.5% | -35.1% |
| 3Y | +155.2% | -4.8% | +160.0% | +123.1% |
| 5Y | +305.8% | +94.6% | +211.2% | +156.2% |
| 10Y | +943.0% | -24.2% | +967.2% | +555.9% |
| All | +70.6% | -18.5% | +89.1% | -19.3% |
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