+275.3%
UMC vs PTEN
+16.8%
+258.5%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +2.1% | +1.9% | +3.5% |
| 7D | +13.6% | -1.7% | +15.3% | +14.0% |
| 30D | +20.8% | +18.6% | +2.2% | +16.0% |
| 3M | +16.1% | +12.5% | +3.7% | +12.0% |
| 6M | +137.3% | +41.9% | +95.4% | +114.3% |
| YTD | +193.8% | +117.8% | +76.0% | +139.2% |
| 1Y | +236.1% | +145.3% | +90.8% | +164.2% |
| 3Y | +267.1% | -2.8% | +269.9% | +239.6% |
| 5Y | +145.3% | +93.4% | +51.9% | +77.1% |
| 10Y | +1,857.3% | -16.6% | +1,873.9% | +1,198.2% |
| All | +275.3% | +16.8% | +258.5% | +33.7% |
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 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