+1,135.8%
URI vs PTEN
-38.4%
+1,174.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.8% | -4.1% | -2.1% |
| 7D | +6.7% | +10.6% | -3.9% | +3.5% |
| 30D | +8.9% | -4.9% | +13.8% | +9.8% |
| 3M | +0.5% | +1.4% | -0.9% | -1.2% |
| 6M | +20.7% | -7.0% | +27.7% | +19.5% |
| YTD | +40.0% | +84.8% | -44.7% | +9.5% |
| 1Y | +34.4% | +95.7% | -61.3% | +2.9% |
| 3Y | +149.5% | +2.0% | +147.5% | +122.4% |
| 5Y | +205.6% | +48.0% | +157.6% | +118.4% |
| All | +1,135.8% | -38.4% | +1,174.3% | +770.7% |
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