+30.4%
URI vs PTEN
+69.7%
-39.3%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.9% | -4.0% | -2.1% |
| 7D | -6.0% | -14.5% | +8.5% | -5.8% |
| 30D | +4.6% | -11.1% | +15.7% | +4.8% |
| 3M | -2.7% | -7.8% | +5.1% | -2.7% |
| 6M | +18.4% | -10.5% | +28.9% | +18.9% |
| YTD | +37.4% | +69.3% | -31.9% | +18.6% |
| 1Y | +30.4% | +70.5% | -40.2% | +12.0% |
| All | +30.4% | +69.7% | -39.3% | +12.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling