+92.5%
USB vs PTEN
-13.5%
+106.0%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -6.6% | +4.5% | -1.0% |
| 7D | -1.5% | -21.6% | +20.1% | +2.1% |
| 30D | +4.3% | -12.8% | +17.1% | +6.0% |
| 3M | -6.1% | +5.1% | -11.2% | -8.2% |
| 6M | +9.4% | -18.5% | +27.9% | +11.6% |
| YTD | +15.2% | +67.6% | -52.4% | -3.1% |
| 1Y | +32.8% | +71.1% | -38.3% | +10.8% |
| All | +92.5% | -13.5% | +106.0% | +79.9% |
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 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