+7,869.5%
URI vs PTEN
+75.8%
+7,793.7%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +3.7% | +0.5% | +3.1% |
| 7D | +2.4% | -2.2% | +4.6% | +3.1% |
| 30D | +8.9% | -8.0% | +16.9% | +10.9% |
| 3M | +0.8% | -5.0% | +5.8% | +1.1% |
| 6M | +23.1% | -10.6% | +33.8% | +23.4% |
| YTD | +43.1% | +75.5% | -32.5% | +15.4% |
| 1Y | +35.7% | +70.2% | -34.5% | +10.1% |
| 3Y | +158.2% | -3.7% | +161.9% | +136.1% |
| 5Y | +212.6% | +34.9% | +177.6% | +137.1% |
| 10Y | +1,210.8% | -41.4% | +1,252.2% | +886.4% |
| All | +7,869.5% | +75.8% | +7,793.7% | +3,977.3% |
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