+277.6%
UNP vs PTEN
-15.6%
+293.3%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.4% |
| 7D | -1.8% | +3.5% | -5.3% | -2.3% |
| 30D | -2.7% | +17.5% | -20.3% | -5.3% |
| 3M | +6.5% | +12.7% | -6.2% | +3.8% |
| 6M | +14.4% | +33.1% | -18.7% | +7.7% |
| YTD | +24.8% | +116.4% | -91.6% | +8.4% |
| 1Y | +34.4% | +141.2% | -106.8% | +14.0% |
| 3Y | +43.6% | -3.8% | +47.4% | +36.6% |
| 5Y | +53.2% | +92.7% | -39.5% | +23.1% |
| All | +277.6% | -15.6% | +293.3% | +177.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling