+91.7%
USB vs PTEN
-43.9%
+135.6%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.4% |
| 7D | 0.0% | -25.5% | +25.5% | +5.9% |
| 30D | +5.8% | -11.7% | +17.5% | +7.9% |
| 3M | -6.0% | -0.5% | -5.5% | -7.0% |
| 6M | +7.8% | -12.9% | +20.6% | +8.5% |
| YTD | +14.6% | +67.1% | -52.5% | -1.7% |
| 1Y | +31.8% | +70.5% | -38.8% | +12.3% |
| 3Y | +91.5% | -10.4% | +102.0% | +80.8% |
| 5Y | +22.0% | +23.7% | -1.6% | +0.2% |
| All | +91.7% | -43.9% | +135.6% | +29.9% |
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