+89.2%
USB vs PTEN
-43.5%
+132.7%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.6% | +3.1% | +2.6% |
| 7D | +0.8% | -16.4% | +17.2% | +4.4% |
| 30D | +6.8% | -12.8% | +19.6% | +9.2% |
| 3M | -3.8% | +0.7% | -4.5% | -5.1% |
| 6M | +11.7% | -12.2% | +23.9% | +12.3% |
| YTD | +17.5% | +66.1% | -48.6% | +0.9% |
| 1Y | +33.8% | +69.2% | -35.5% | +14.2% |
| 3Y | +104.2% | -8.2% | +112.4% | +91.9% |
| 5Y | +26.4% | +19.2% | +7.2% | +4.7% |
| 10Y | +89.2% | -45.6% | +134.8% | +28.7% |
| All | +89.2% | -43.5% | +132.7% | +28.7% |
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 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