+4,479.2%
USB vs PTEN
+1,889.0%
+2,590.2%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -6.1% |
| 3M | +15.2% | +2.0% | +13.2% | +13.7% |
| 6M | +18.8% | +42.4% | -23.6% | +9.8% |
| YTD | +21.0% | +109.2% | -88.2% | +4.3% |
| 1Y | +34.0% | +122.3% | -88.3% | +13.7% |
| 3Y | +95.3% | -5.6% | +100.9% | +86.6% |
| 5Y | +40.4% | +86.5% | -46.1% | +14.2% |
| 10Y | +107.3% | -22.1% | +129.4% | +63.8% |
| All | +4,479.2% | +1,889.0% | +2,590.2% | +2,548.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling