-0.5%
UNH vs PTEN
+87.9%
-88.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.4% | -2.0% | -2.3% |
| 7D | -4.5% | +3.5% | -8.0% | -4.8% |
| 30D | -6.5% | +17.5% | -24.1% | -7.7% |
| 3M | -6.0% | +12.7% | -18.7% | -7.1% |
| 6M | +33.7% | +33.1% | +0.6% | +30.1% |
| YTD | +16.4% | +116.4% | -100.0% | +9.1% |
| 1Y | +10.1% | +141.2% | -131.1% | +2.1% |
| 3Y | -16.3% | -3.8% | -12.5% | -18.3% |
| All | -0.5% | +87.9% | -88.4% | -6.4% |
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