+35.9%
UL vs PTEN
+2.7%
+33.2%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.8% | -1.7% | +1.2% |
| 7D | +1.1% | +10.6% | -9.5% | +1.7% |
| 30D | +4.5% | -4.9% | +9.4% | +4.3% |
| 3M | +6.5% | +1.4% | +5.0% | +6.7% |
| 6M | +18.2% | -7.0% | +25.2% | +18.4% |
| YTD | +4.7% | +84.8% | -80.1% | +6.5% |
| 1Y | +0.8% | +95.7% | -94.9% | +2.7% |
| 3Y | +35.9% | +2.0% | +33.9% | +38.5% |
| All | +35.9% | +2.7% | +33.2% | +38.5% |
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