+1,271.8%
URI vs PTEN
-21.6%
+1,293.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.1% | -0.8% | +0.7% |
| 7D | +5.0% | -1.7% | +6.7% | +5.5% |
| 30D | -9.4% | +18.6% | -28.0% | -14.2% |
| 3M | -5.8% | +12.5% | -18.3% | -10.8% |
| 6M | +25.8% | +41.9% | -16.0% | +8.9% |
| YTD | +27.9% | +117.8% | -89.9% | -4.0% |
| 1Y | +9.7% | +145.3% | -135.6% | -21.9% |
| 3Y | +128.0% | -2.8% | +130.8% | +107.8% |
| 5Y | +212.4% | +93.4% | +119.0% | +104.6% |
| 10Y | +1,271.8% | -16.6% | +1,288.4% | +747.9% |
| All | +1,271.8% | -21.6% | +1,293.4% | +747.9% |
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