+64.4%
UL vs PTEN
-15.6%
+80.0%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.6% |
| 7D | -3.4% | +3.5% | -6.9% | -3.5% |
| 30D | +0.5% | +17.5% | -17.0% | -0.1% |
| 3M | +7.2% | +12.7% | -5.5% | +6.7% |
| 6M | -3.1% | +33.1% | -36.1% | -4.4% |
| YTD | -2.7% | +116.4% | -119.2% | -6.1% |
| 1Y | -10.2% | +141.2% | -151.4% | -13.9% |
| 3Y | +20.3% | -3.8% | +24.1% | +19.1% |
| 5Y | +19.9% | +92.7% | -72.8% | +12.2% |
| All | +64.4% | -15.6% | +80.0% | +40.8% |
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