+46.9%
ULTA vs PTEN
+87.9%
-41.0%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.4% | +2.5% | +2.1% |
| 7D | -3.1% | +3.5% | -6.5% | -3.4% |
| 30D | +2.8% | +17.5% | -14.7% | +1.1% |
| 3M | +14.8% | +12.7% | +2.0% | +13.0% |
| 6M | -16.2% | +33.1% | -49.3% | -19.7% |
| YTD | -9.6% | +116.4% | -126.1% | -18.7% |
| 1Y | +4.8% | +141.2% | -136.4% | -7.5% |
| 3Y | +30.7% | -3.8% | +34.5% | +25.5% |
| All | +46.9% | +87.9% | -41.0% | +19.7% |
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 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