-20.3%
USAR vs PTEN
+2.7%
-23.0%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.8% | -1.7% | +1.0% |
| 7D | -0.8% | +10.6% | -11.4% | -1.0% |
| 30D | -20.9% | -4.9% | -16.0% | -20.7% |
| 3M | -56.2% | +1.4% | -57.6% | -56.1% |
| 6M | -67.9% | -7.0% | -60.9% | -67.9% |
| YTD | -31.4% | +84.8% | -116.2% | -33.6% |
| 1Y | -45.1% | +95.7% | -140.7% | -46.9% |
| 3Y | -20.3% | +2.0% | -22.3% | -21.7% |
| All | -20.3% | +2.7% | -23.0% | -21.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling