+6,893.4%
URI vs PTEN
+109.6%
+6,783.9%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.0% | +2.6% | +1.9% |
| 7D | -2.0% | +0.7% | -2.7% | -2.3% |
| 30D | -12.9% | +31.2% | -44.2% | -20.1% |
| 3M | -6.7% | +2.0% | -8.8% | -9.0% |
| 6M | +19.0% | +42.4% | -23.4% | +3.6% |
| YTD | +25.5% | +109.2% | -83.7% | -2.9% |
| 1Y | +5.5% | +122.3% | -116.8% | -20.9% |
| 3Y | +111.3% | -5.6% | +116.9% | +95.2% |
| 5Y | +198.6% | +86.5% | +112.1% | +106.1% |
| 10Y | +1,179.9% | -22.1% | +1,202.0% | +794.3% |
| All | +6,893.4% | +109.6% | +6,783.9% | +3,330.4% |
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