+22.0%
USB vs PTEN
+22.3%
-0.3%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.4% |
| 7D | 0.0% | -25.5% | +25.5% | +5.1% |
| 30D | +5.8% | -11.7% | +17.5% | +7.6% |
| 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% | -1.6% |
| 1Y | +31.8% | +70.5% | -38.8% | +12.4% |
| 3Y | +91.5% | -10.4% | +102.0% | +79.9% |
| All | +22.0% | +22.3% | -0.3% | +2.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling