+9.7%
URI vs PTEN
+135.1%
-125.3%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.1% | -0.8% | +1.3% |
| 7D | +5.0% | -1.7% | +6.7% | +5.0% |
| 30D | -9.4% | +18.6% | -28.0% | -9.7% |
| 3M | -5.8% | +12.5% | -18.3% | -5.5% |
| 6M | +25.8% | +41.9% | -16.0% | +22.2% |
| YTD | +27.9% | +117.8% | -89.9% | +17.6% |
| 1Y | +9.7% | +145.3% | -135.6% | -2.2% |
| All | +9.7% | +135.1% | -125.3% | -2.2% |
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 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