+5,315.5%
UNP vs PTEN
+1,889.0%
+3,426.5%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | +0.3% |
| 7D | -5.3% | +0.7% | -6.1% | -5.5% |
| 30D | -1.5% | +31.2% | -32.8% | -5.6% |
| 3M | +10.3% | +2.0% | +8.2% | +9.1% |
| 6M | +9.7% | +42.4% | -32.7% | +2.7% |
| YTD | +27.1% | +109.2% | -82.1% | +12.4% |
| 1Y | +32.6% | +122.3% | -89.7% | +15.5% |
| 3Y | +40.0% | -5.6% | +45.6% | +34.1% |
| 5Y | +50.8% | +86.5% | -35.7% | +25.0% |
| 10Y | +278.6% | -22.1% | +300.8% | +204.2% |
| All | +5,315.5% | +1,889.0% | +3,426.5% | +3,335.2% |
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