+10,999.9%
UNH vs PTEN
+1,970.6%
+9,029.2%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.1% | -4.1% | -2.2% |
| 7D | -1.7% | -1.7% | 0.0% | -1.5% |
| 30D | -3.8% | +18.6% | -22.4% | -5.7% |
| 3M | -4.3% | +12.5% | -16.7% | -6.0% |
| 6M | +38.6% | +41.9% | -3.2% | +32.4% |
| YTD | +20.7% | +117.8% | -97.1% | +9.9% |
| 1Y | +16.0% | +145.3% | -129.3% | +3.9% |
| 3Y | -13.5% | -2.8% | -10.7% | -16.6% |
| 5Y | +3.5% | +93.4% | -89.9% | -11.0% |
| 10Y | +245.3% | -16.6% | +261.9% | +185.9% |
| All | +10,999.9% | +1,970.6% | +9,029.2% | +7,177.4% |
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 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