+74.9%
USAR vs PTEN
+4.0%
+70.9%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.6% | -0.4% |
| 7D | -2.1% | +0.7% | -2.8% | -2.1% |
| 30D | +2.6% | +31.2% | -28.6% | +2.2% |
| 3M | -35.0% | +2.0% | -37.0% | -35.1% |
| 6M | -6.9% | +42.4% | -49.3% | -8.7% |
| YTD | +48.0% | +109.2% | -61.2% | +43.1% |
| 1Y | +24.8% | +122.3% | -97.5% | +20.3% |
| 3Y | +73.2% | -5.6% | +78.8% | +69.7% |
| All | +74.9% | +4.0% | +70.9% | +71.2% |
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 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