+54.5%
USAR vs PTEN
+7.6%
+46.9%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.4% | -2.6% | -3.0% |
| 7D | -11.6% | +3.5% | -15.1% | -11.7% |
| 30D | -15.5% | +17.5% | -33.0% | -15.7% |
| 3M | -31.0% | +12.7% | -43.8% | -31.2% |
| 6M | -26.2% | +33.1% | -59.3% | -27.3% |
| YTD | +30.8% | +116.4% | -85.7% | +26.3% |
| 1Y | +7.1% | +141.2% | -134.1% | +3.4% |
| 3Y | +53.0% | -3.8% | +56.8% | +49.8% |
| All | +54.5% | +7.6% | +46.9% | +51.2% |
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 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