+20.7%
USHY vs PTEN
+87.9%
-67.2%
-15.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | 0.0% |
| 7D | -0.7% | +3.5% | -4.1% | -0.8% |
| 30D | -0.7% | +17.5% | -18.2% | -1.3% |
| 3M | +0.1% | +12.7% | -12.7% | -0.5% |
| 6M | +1.8% | +33.1% | -31.3% | +0.3% |
| YTD | +1.8% | +116.4% | -114.7% | -2.0% |
| 1Y | +3.3% | +141.2% | -137.9% | -1.2% |
| 3Y | +27.0% | -3.8% | +30.8% | +25.1% |
| All | +20.7% | +87.9% | -67.2% | +16.2% |
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