+98.3%
USB vs PTEN
-8.3%
+106.6%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.8% | -0.1% |
| 7D | +1.4% | +0.7% | +0.7% | +1.3% |
| 30D | -1.3% | +31.2% | -32.5% | -6.4% |
| 3M | +15.2% | +2.0% | +13.2% | +14.2% |
| 6M | +18.8% | +42.4% | -23.6% | +7.6% |
| YTD | +21.0% | +109.2% | -88.2% | -1.0% |
| 1Y | +34.0% | +122.3% | -88.3% | +6.9% |
| All | +98.3% | -8.3% | +106.6% | +83.5% |
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